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 | $40,444 | $167,484-75.9% | $151,611-73.3% | $134,475-69.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.80% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,569 | $6,829-77.0% | $6,166-74.6% | $4,740-66.9% |
| Participant deferral / active EE | $3,500 | $8,986-61.0% | $8,363-58.1% | $6,400-45.3% |
| Admin fee / account holder | $304 | $13,783-97.8% | $11,616-97.4% | $11,426-97.3% |