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 | $36,370 | $69,977-48.0% | $108,579-66.5% | $62,891-42.2% |
| Participation rate | 56.4% | 72.9%-16.5pp | 79.6%-23.2pp | 69.3%-12.9pp |
| Annual return | 8.73% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,948 | $2,135-8.8% | $3,758-48.2% | $2,281-14.6% |
| Participant deferral / active EE | $3,879 | $3,165+22.6% | $4,311-10.0% | $3,203+21.1% |
| Admin fee / account holder | $342 | $5,076-93.3% | $7,645-95.5% | $4,296-92.0% |