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 | $33,002 | $56,110-41.2% | $94,993-65.3% | $70,131-52.9% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.9%-23.9pp | 69.5%-19.5pp |
| Annual return | 15.27% | 51.02%-35.8pp | 27.12%-11.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $995 | $1,442-31.0% | $2,603-61.8% | $2,342-57.5% |
| Participant deferral / active EE | $2,074 | $2,391-13.3% | $3,317-37.5% | $3,332-37.8% |
| Admin fee / account holder | $6,652 | $3,456+92.5% | $4,960+34.1% | $4,645+43.2% |