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 | $25,090 | $72,012-65.2% | $185,823-86.5% | $79,858-68.6% |
| Participation rate | 43.3% | 65.8%-22.5pp | 78.0%-34.7pp | 69.6%-26.3pp |
| Annual return | 27.61% | 23.12%+4.5pp | 35.95%-8.3pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,353 | $1,965-31.2% | $4,087-66.9% | $2,471-45.3% |
| Participant deferral / active EE | $2,018 | $3,779-46.6% | $5,632-64.2% | $3,740-46.1% |
| Admin fee / account holder | $2,048 | $4,513-54.6% | $9,500-78.4% | $5,306-61.4% |