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 | $48,851 | $51,708-5.5% | $106,619-54.2% | $62,891-22.3% |
| Participation rate | 64.4% | 66.9%-2.5pp | 78.0%-13.6pp | 69.3%-4.9pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,141 | $1,764-35.3% | $3,947-71.1% | $2,281-50.0% |
| Participant deferral / active EE | $2,007 | $2,315-13.3% | $3,930-48.9% | $3,203-37.3% |
| Admin fee / account holder | $966 | $3,349-71.2% | $6,418-85.0% | $4,296-77.5% |