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 | $58,311 | $79,449-26.6% | $189,557-69.2% | $85,850-32.1% |
| Participation rate | 42.3% | 66.0%-23.7pp | 78.4%-36.1pp | 69.3%-27.0pp |
| Annual return | 15.87% | 18.45%-2.6pp | 64.17%-48.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,060 | $2,081-49.1% | $4,412-76.0% | $2,565-58.7% |
| Participant deferral / active EE | $2,805 | $4,051-30.8% | $6,174-54.6% | $3,952-29.0% |
| Admin fee / account holder | $627 | $5,377-88.3% | $9,807-93.6% | $6,260-90.0% |