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 | $19,505 | $48,046-59.4% | $84,611-76.9% | $72,985-73.3% |
| Participation rate | 48.4% | 57.6%-9.2pp | 68.2%-19.8pp | 69.5%-21.1pp |
| Annual return | 27.87% | 37.38%-9.5pp | 258.74%-230.9pp | 81.00%-53.1pp |
| Employer contribution / active EE | $461 | $1,602-71.2% | $2,652-82.6% | $2,440-81.1% |
| Participant deferral / active EE | $2,840 | $2,680+6.0% | $3,899-27.1% | $3,607-21.3% |
| Admin fee / account holder | $2,395 | $3,395-29.4% | $4,912-51.2% | $5,124-53.3% |