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 | $43,956 | $54,762-19.7% | $90,281-51.3% | $72,985-39.8% |
| Participation rate | 33.3% | 65.1%-31.8pp | 73.3%-39.9pp | 69.5%-36.2pp |
| Annual return | 16.81% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,229 | $2,887-57.4% | $3,885-68.4% | $3,607-65.9% |
| Admin fee / account holder | $732 | $3,972-81.6% | $5,351-86.3% | $5,124-85.7% |