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 | $62,300 | $81,208-23.3% | $98,907-37.0% | $79,858-22.0% |
| Participation rate | 42.3% | 72.5%-30.2pp | 76.0%-33.7pp | 69.6%-27.3pp |
| Annual return | 20.27% | 60.99%-40.7pp | 196.43%-176.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,534 | $1,960-21.7% | $2,689-42.9% | $2,471-37.9% |
| Participant deferral / active EE | $2,994 | $3,265-8.3% | $4,244-29.5% | $3,740-20.0% |
| Admin fee / account holder | $499 | $6,013-91.7% | $6,642-92.5% | $5,306-90.6% |