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 | $36,080 | $81,446-55.7% | $103,374-65.1% | $80,874-55.4% |
| Participation rate | 46.5% | 66.9%-20.3pp | 74.5%-28.0pp | 67.6%-21.1pp |
| Annual return | 16.23% | 25.57%-9.3pp | 24.89%-8.7pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,142 | $3,107-63.2% | $3,869-70.5% | $2,756-58.5% |
| Participant deferral / active EE | $2,745 | $3,870-29.1% | $5,058-45.7% | $4,297-36.1% |
| Admin fee / account holder | $3,131 | $6,715-53.4% | $8,394-62.7% | $6,935-54.9% |