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 | $20,694 | $72,277-71.4% | $101,248-79.6% | $79,858-74.1% |
| Participation rate | 56.6% | 68.5%-11.8pp | 75.8%-19.2pp | 69.6%-13.0pp |
| Annual return | 18.92% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $862 | $2,692-68.0% | $3,660-76.4% | $2,471-65.1% |
| Participant deferral / active EE | $1,483 | $3,282-54.8% | $4,370-66.1% | $3,740-60.4% |
| Admin fee / account holder | $654 | $4,400-85.1% | $5,945-89.0% | $5,306-87.7% |