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 | $33,998 | $94,625-64.1% | $116,228-70.7% | $84,808-59.9% |
| Participation rate | 46.9% | 70.4%-23.6pp | 74.6%-27.7pp | 68.3%-21.4pp |
| Annual return | 22.50% | 20.40%+2.1pp | 90.06%-67.6pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,437 | $2,347-38.8% | $2,994-52.0% | $2,631-45.4% |
| Participant deferral / active EE | $1,946 | $3,972-51.0% | $4,953-60.7% | $4,212-53.8% |
| Admin fee / account holder | $1,515 | $10,091-85.0% | $11,989-87.4% | $7,344-79.4% |