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 | $61,717 | $68,547-10.0% | $120,354-48.7% | $80,856-23.7% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.6%-11.6pp |
| Annual return | 24.16% | 23.60%+0.6pp | 107.15%-83.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $960 | $2,051-53.2% | $3,463-72.3% | $2,755-65.2% |
| Participant deferral / active EE | $3,093 | $3,173-2.5% | $4,991-38.0% | $4,296-28.0% |
| Admin fee / account holder | $585 | $5,732-89.8% | $9,423-93.8% | $6,918-91.5% |