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 | $26,040 | $81,460-68.0% | $103,333-74.8% | $80,856-67.8% |
| Participation rate | 34.7% | 66.8%-32.1pp | 74.5%-39.8pp | 67.6%-32.9pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,409 | $3,105-54.6% | $3,868-63.6% | $2,755-48.8% |
| Participant deferral / active EE | $3,087 | $3,869-20.2% | $5,057-39.0% | $4,296-28.1% |
| Admin fee / account holder | $650 | $6,566-90.1% | $8,355-92.2% | $6,918-90.6% |