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 | $31,155 | $46,553-33.1% | $64,056-51.4% | $75,163-58.6% |
| Participation rate | 32.3% | 65.9%-33.7pp | 72.3%-40.0pp | 67.2%-34.9pp |
| Annual return | 13.32% | 26.03%-12.7pp | 33.69%-20.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $958 | $2,837-66.2% | $3,880-75.3% | $4,125-76.8% |
| Admin fee / account holder | $302 | $2,952-89.8% | $3,068-90.2% | $5,651-94.7% |