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 | $67,747 | $101,724-33.4% | $164,813-58.9% | $80,856-16.2% |
| Participation rate | 30.5% | 71.8%-41.3pp | 78.6%-48.1pp | 67.6%-37.2pp |
| Annual return | 13.94% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,054 | $2,953-64.3% | $4,341-75.7% | $2,755-61.7% |
| Participant deferral / active EE | $2,399 | $4,477-46.4% | $6,031-60.2% | $4,296-44.1% |
| Admin fee / account holder | $7,594 | $8,227-7.7% | $12,690-40.2% | $6,918+9.8% |