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 | $32,880 | $79,944-58.9% | $98,439-66.6% | $75,163-56.3% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 14.27% | 19.75%-5.5pp | 21.16%-6.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,686 | $2,264-25.5% | $3,048-44.7% | $2,670-36.9% |
| Participant deferral / active EE | $2,765 | $3,752-26.3% | $4,738-41.6% | $4,125-33.0% |
| Admin fee / account holder | $7,022 | $6,840+2.7% | $8,948-21.5% | $5,651+24.3% |