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 | $50,869 | $89,753-43.3% | $107,525-52.7% | $84,808-40.0% |
| Participation rate | 22.9% | 68.1%-45.2pp | 75.1%-52.2pp | 68.3%-45.5pp |
| Annual return | 16.53% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $893 | $3,113-71.3% | $3,754-76.2% | $2,631-66.1% |
| Participant deferral / active EE | $2,320 | $4,056-42.8% | $5,116-54.6% | $4,212-44.9% |
| Admin fee / account holder | $2,317 | $7,222-67.9% | $8,919-74.0% | $7,344-68.5% |