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 | $85,969 | $69,977+22.9% | $108,579-20.8% | $62,891+36.7% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 5.87% | 10.73%-4.9pp | -51.70%+57.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $952 | $2,135-55.4% | $3,758-74.7% | $2,281-58.3% |
| Participant deferral / active EE | $2,603 | $3,165-17.8% | $4,311-39.6% | $3,203-18.7% |
| Admin fee / account holder | $594 | $5,076-88.3% | $7,645-92.2% | $4,296-86.2% |