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 | $28,121 | $49,227-42.9% | $70,449-60.1% | $79,858-64.8% |
| Participation rate | 45.3% | 69.2%-23.9pp | 75.1%-29.7pp | 69.6%-24.3pp |
| Annual return | 25.64% | 30.06%-4.4pp | 109.03%-83.4pp | 31.71%-6.1pp |
| Employer contribution / active EE | $978 | $2,099-53.4% | $2,737-64.2% | $2,471-60.4% |
| Participant deferral / active EE | $4,150 | $2,768+49.9% | $3,709+11.9% | $3,740+10.9% |
| Admin fee / account holder | $301 | $2,878-89.5% | $3,845-92.2% | $5,306-94.3% |