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 | $69,283 | $57,354+20.8% | $83,848-17.4% | $64,186+7.9% |
| Participation rate | 41.7% | 68.6%-26.9pp | 76.1%-34.5pp | 69.6%-27.9pp |
| Annual return | 6.57% | 11.38%-4.8pp | 850.88%-844.3pp | 7.63%-1.1pp |
| Employer contribution / active EE | $699 | $2,545-72.5% | $3,631-80.8% | $2,381-70.6% |
| Participant deferral / active EE | $1,960 | $2,993-34.5% | $4,082-52.0% | $3,470-43.5% |
| Admin fee / account holder | $1,192 | $4,046-70.5% | $5,478-78.2% | $4,888-75.6% |