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 | $43,577 | $81,460-46.5% | $103,333-57.8% | $80,856-46.1% |
| Participation rate | 44.6% | 66.8%-22.3pp | 74.5%-29.9pp | 67.6%-23.0pp |
| Annual return | 22.83% | 25.55%-2.7pp | 24.88%-2.1pp | 35.59%-12.8pp |
| Employer contribution / active EE | $1,508 | $3,105-51.5% | $3,868-61.0% | $2,755-45.3% |
| Participant deferral / active EE | $2,806 | $3,869-27.5% | $5,057-44.5% | $4,296-34.7% |
| Admin fee / account holder | $342 | $6,566-94.8% | $8,355-95.9% | $6,918-95.1% |