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 8-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 | $51,821 | $118,427-56.2% | $66,042-21.5% | $142,382-63.6% |
| Participation rate | 38.9% | 68.1%-29.2pp | 67.5%-28.6pp | 80.1%-41.2pp |
| Annual return | 13.93% | 35.57%-21.6pp | 52.11%-38.2pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,362 | $2,570-47.0% | $1,579-13.7% | $4,299-68.3% |
| Participant deferral / active EE | $2,803 | $4,311-35.0% | $2,835-1.2% | $6,507-56.9% |
| Admin fee / account holder | $7,700 | $9,593-19.7% | $5,747+34.0% | $12,624-39.0% |