See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,271 | $73,933-72.6% | $96,683-79.0% | $75,163-73.0% |
| Participation rate | 53.2% | 66.4%-13.3pp | 74.3%-21.2pp | 67.2%-14.0pp |
| Annual return | 18.05% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,419 | $2,928-51.5% | $3,737-62.0% | $2,670-46.8% |
| Participant deferral / active EE | $2,882 | $3,659-21.2% | $4,878-40.9% | $4,125-30.1% |
| Admin fee / account holder | $1,301 | $5,216-75.1% | $6,730-80.7% | $5,651-77.0% |