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 | $31,729 | $54,705-42.0% | $71,209-55.4% | $84,808-62.6% |
| Participation rate | 41.9% | 64.1%-22.2pp | 73.8%-31.9pp | 68.3%-26.4pp |
| Annual return | 22.49% | 35.90%-13.4pp | 282.51%-260.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $979 | $2,158-54.6% | $2,721-64.0% | $2,631-62.8% |
| Participant deferral / active EE | $2,857 | $3,030-5.7% | $4,175-31.6% | $4,212-32.2% |
| Admin fee / account holder | $3,902 | $4,863-19.8% | $5,349-27.1% | $7,344-46.9% |