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 | $47,293 | $89,698-47.3% | $103,464-54.3% | $80,874-41.5% |
| Participation rate | 53.8% | 76.0%-22.1pp | 80.5%-26.7pp | 67.6%-13.8pp |
| Annual return | 18.68% | 22.78%-4.1pp | 23.91%-5.2pp | 35.62%-16.9pp |
| Employer contribution / active EE | $1,561 | $4,018-61.2% | $4,677-66.6% | $2,756-43.4% |
| Participant deferral / active EE | $2,385 | $5,456-56.3% | $6,624-64.0% | $4,297-44.5% |
| Admin fee / account holder | $543 | $6,768-92.0% | $9,410-94.2% | $6,935-92.2% |