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 | $40,130 | $65,395-38.6% | $182,532-78.0% | $72,985-45.0% |
| Participation rate | 48.0% | 65.4%-17.4pp | 78.0%-30.0pp | 69.5%-21.5pp |
| Annual return | 21.16% | 27.68%-6.5pp | 148.54%-127.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $792 | $1,911-58.6% | $4,076-80.6% | $2,440-67.5% |
| Participant deferral / active EE | $1,612 | $3,563-54.8% | $5,524-70.8% | $3,607-55.3% |
| Admin fee / account holder | $319 | $4,245-92.5% | $8,592-96.3% | $5,124-93.8% |