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 | $43,781 | $46,553-6.0% | $64,056-31.7% | $75,163-41.8% |
| Participation rate | 61.2% | 65.9%-4.7pp | 72.3%-11.1pp | 67.2%-6.0pp |
| Annual return | 14.12% | 26.03%-11.9pp | 33.69%-19.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $875 | $1,974-55.7% | $2,747-68.1% | $2,670-67.2% |
| Participant deferral / active EE | $4,047 | $2,837+42.7% | $3,880+4.3% | $4,125-1.9% |
| Admin fee / account holder | $2,044 | $2,952-30.8% | $3,068-33.4% | $5,651-63.8% |