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 | $43,137 | $89,753-51.9% | $107,525-59.9% | $84,808-49.1% |
| Participation rate | 61.1% | 68.1%-6.9pp | 75.1%-14.0pp | 68.3%-7.2pp |
| Annual return | 15.35% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,440 | $3,113-53.7% | $3,754-61.6% | $2,631-45.3% |
| Participant deferral / active EE | $3,393 | $4,056-16.4% | $5,116-33.7% | $4,212-19.4% |
| Admin fee / account holder | $3,468 | $7,222-52.0% | $8,919-61.1% | $7,344-52.8% |