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 | $40,665 | $108,825-62.6% | $156,181-74.0% | $82,448-50.7% |
| Participation rate | 63.6% | 72.4%-8.7pp | 78.8%-15.2pp | 68.1%-4.4pp |
| Annual return | 15.04% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,570 | $2,870-45.3% | $4,294-63.4% | $2,551-38.4% |
| Participant deferral / active EE | $3,613 | $4,577-21.1% | $6,132-41.1% | $4,139-12.7% |
| Admin fee / account holder | $438 | $9,341-95.3% | $14,586-97.0% | $7,234-93.9% |