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 | $30,445 | $127,386-76.1% | $115,037-73.5% | $125,391-75.7% |
| Participation rate | 22.2% | 84.2%-61.9pp | 81.4%-59.1pp | 83.2%-61.0pp |
| Annual return | 0.23% | 31.28%-31.0pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,234 | $5,166-76.1% | $4,608-73.2% | $4,866-74.6% |
| Participant deferral / active EE | $6,901 | $6,423+7.4% | $6,026+14.5% | $5,352+28.9% |
| Admin fee / account holder | $2,233 | $9,516-76.5% | $8,175-72.7% | $9,540-76.6% |