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 | $41,571 | $76,000-45.3% | $154,107-73.0% | $64,186-35.2% |
| Participation rate | 42.4% | 70.4%-28.0pp | 83.0%-40.6pp | 69.6%-27.1pp |
| Annual return | 2.62% | 30.32%-27.7pp | 735.12%-732.5pp | 7.63%-5.0pp |
| Employer contribution / active EE | $789 | $3,351-76.5% | $5,298-85.1% | $2,381-66.9% |
| Participant deferral / active EE | $1,338 | $3,175-57.9% | $5,081-73.7% | $3,470-61.4% |
| Admin fee / account holder | $2,642 | $5,596-52.8% | $13,411-80.3% | $4,888-46.0% |