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 | $33,869 | $78,926-57.1% | $136,749-75.2% | $84,808-60.1% |
| Participation rate | 51.6% | 62.2%-10.6pp | 72.1%-20.5pp | 68.3%-16.7pp |
| Annual return | 16.97% | 18.17%-1.2pp | 24.33%-7.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,138 | $2,134-46.7% | $3,400-66.5% | $2,631-56.8% |
| Participant deferral / active EE | $2,201 | $3,168-30.5% | $4,692-53.1% | $4,212-47.7% |
| Admin fee / account holder | $2,046 | $6,369-67.9% | $11,386-82.0% | $7,344-72.1% |