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 | $65,390 | $52,279+25.1% | $89,391-26.8% | $79,858-18.1% |
| Participation rate | 33.3% | 57.5%-24.2pp | 68.0%-34.6pp | 69.6%-36.3pp |
| Annual return | 11.85% | 22.16%-10.3pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $618 | $1,572-60.7% | $2,586-76.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,310 | $2,740-52.2% | $3,890-66.3% | $3,740-65.0% |
| Admin fee / account holder | $8,578 | $3,356+155.6% | $4,881+75.7% | $5,306+61.7% |