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 | $35,564 | $80,717-55.9% | $154,803-77.0% | $84,808-58.1% |
| Participation rate | 45.2% | 66.8%-21.6pp | 78.1%-32.9pp | 68.3%-23.1pp |
| Annual return | 18.15% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $768 | $2,761-72.2% | $4,305-82.2% | $2,631-70.8% |
| Participant deferral / active EE | $2,810 | $3,303-14.9% | $5,540-49.3% | $4,212-33.3% |
| Admin fee / account holder | $10,003 | $6,746+48.3% | $14,329-30.2% | $7,344+36.2% |