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 | $25,532 | $54,541-53.2% | $78,778-67.6% | $70,131-63.6% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.2pp |
| Annual return | 18.45% | 21.07%-2.6pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $767 | $1,089-29.6% | $1,986-61.4% | $2,342-67.3% |
| Participant deferral / active EE | $1,798 | $2,210-18.6% | $2,958-39.2% | $3,332-46.0% |
| Admin fee / account holder | $2,017 | $3,709-45.6% | $5,134-60.7% | $4,645-56.6% |