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 | $32,318 | $72,277-55.3% | $101,248-68.1% | $79,858-59.5% |
| Participation rate | 53.9% | 68.5%-14.5pp | 75.8%-21.9pp | 69.6%-15.7pp |
| Annual return | 21.15% | 22.30%-1.1pp | 46.47%-25.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,596 | $2,692-40.7% | $3,660-56.4% | $2,471-35.4% |
| Participant deferral / active EE | $2,743 | $3,282-16.4% | $4,370-37.2% | $3,740-26.7% |
| Admin fee / account holder | $2,013 | $4,400-54.3% | $5,945-66.1% | $5,306-62.1% |