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 | $57,104 | $60,022-4.9% | $88,946-35.8% | $84,808-32.7% |
| Participation rate | 30.8% | 57.8%-27.1pp | 68.8%-38.1pp | 68.3%-37.5pp |
| Annual return | 16.99% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $367 | $1,703-78.4% | $2,555-85.6% | $2,631-86.0% |
| Participant deferral / active EE | $2,215 | $3,114-28.9% | $4,581-51.7% | $4,212-47.4% |
| Admin fee / account holder | $2,079 | $4,811-56.8% | $8,261-74.8% | $7,344-71.7% |