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 | $79,001 | $52,681+50.0% | $75,781+4.2% | $59,632+32.5% |
| Participation rate | 39.1% | 67.2%-28.1pp | 75.8%-36.7pp | 68.7%-29.5pp |
| Annual return | -2.80% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $699 | $2,193-68.1% | $3,323-79.0% | $2,203-68.3% |
| Participant deferral / active EE | $2,051 | $2,591-20.8% | $3,651-43.8% | $3,192-35.8% |
| Admin fee / account holder | $485 | $3,610-86.6% | $5,299-90.8% | $4,297-88.7% |