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 | $63,254 | $46,745+35.3% | $60,547+4.5% | $52,331+20.9% |
| Participation rate | 42.4% | 58.6%-16.2pp | 68.0%-25.6pp | 68.1%-25.7pp |
| Annual return | 10.60% | 0.61%+10.0pp | 335.64%-325.0pp | 4.54%+6.1pp |
| Employer contribution / active EE | $1,181 | $1,259-6.2% | $2,419-51.2% | $1,882-37.2% |
| Participant deferral / active EE | $2,606 | $2,145+21.5% | $3,328-21.7% | $3,022-13.8% |
| Admin fee / account holder | $10,491 | $537+1854.0% | $4,536+131.3% | $592+1673.3% |