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 | $23,335 | $95,416-75.5% | $185,823-87.4% | $85,850-72.8% |
| Participation rate | 54.5% | 68.8%-14.2pp | 81.7%-27.2pp | 69.3%-14.8pp |
| Annual return | 14.88% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,160 | $3,314-65.0% | $5,167-77.6% | $2,565-54.8% |
| Participant deferral / active EE | $2,243 | $3,423-34.5% | $5,568-59.7% | $3,952-43.2% |
| Admin fee / account holder | $521 | $7,213-92.8% | $16,237-96.8% | $6,260-91.7% |