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 | $36,829 | $73,933-50.2% | $96,683-61.9% | $75,163-51.0% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.0pp |
| Annual return | 33.15% | 26.70%+6.4pp | 35.69%-2.5pp | 160.62%-127.5pp |
| Employer contribution / active EE | $1,614 | $2,928-44.9% | $3,737-56.8% | $2,670-39.6% |
| Participant deferral / active EE | $2,649 | $3,659-27.6% | $4,878-45.7% | $4,125-35.8% |
| Admin fee / account holder | $466 | $5,216-91.1% | $6,730-93.1% | $5,651-91.8% |