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 | $72,568 | $50,972+42.4% | $88,538-18.0% | $72,985-0.6% |
| Participation rate | 43.3% | 63.4%-20.1pp | 68.7%-25.4pp | 69.5%-26.2pp |
| Annual return | 17.83% | 29.62%-11.8pp | 43.64%-25.8pp | 81.00%-63.2pp |
| Employer contribution / active EE | $538 | $1,475-63.5% | $2,098-74.4% | $2,440-77.9% |
| Participant deferral / active EE | $1,292 | $2,230-42.1% | $2,914-55.7% | $3,607-64.2% |
| Admin fee / account holder | $876 | $3,230-72.9% | $4,310-79.7% | $5,124-82.9% |