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 | $32,960 | $77,314-57.4% | $177,989-81.5% | $80,856-59.2% |
| Participation rate | 45.9% | 65.7%-19.8pp | 77.1%-31.2pp | 67.6%-21.8pp |
| Annual return | 14.00% | 18.09%-4.1pp | 294.48%-280.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,226 | $2,292-46.5% | $3,949-69.0% | $2,755-55.5% |
| Participant deferral / active EE | $2,905 | $4,411-34.1% | $6,276-53.7% | $4,296-32.4% |
| Admin fee / account holder | $2,985 | $7,191-58.5% | $10,363-71.2% | $6,918-56.9% |