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 | $23,933 | $77,899-69.3% | $149,673-84.0% | $75,163-68.2% |
| Participation rate | 37.1% | 65.6%-28.5pp | 78.8%-41.7pp | 67.2%-30.1pp |
| Annual return | 15.58% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,166 | $3,137-31.0% | $4,818-55.0% | $2,670-18.9% |
| Participant deferral / active EE | $1,700 | $3,411-50.1% | $5,680-70.1% | $4,125-58.8% |
| Admin fee / account holder | $1,786 | $5,956-70.0% | $13,210-86.5% | $5,651-68.4% |