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 6-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 | $85,217 | $89,753-5.1% | $107,525-20.7% | $84,808+0.5% |
| Participation rate | 45.0% | 68.1%-23.1pp | 75.1%-30.1pp | 68.3%-23.3pp |
| Annual return | 17.67% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,048 | $3,113-66.3% | $3,754-72.1% | $2,631-60.2% |
| Participant deferral / active EE | $2,317 | $4,056-42.9% | $5,116-54.7% | $4,212-45.0% |
| Admin fee / account holder | $1,356 | $7,222-81.2% | $8,919-84.8% | $7,344-81.5% |