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 | $40,103 | $48,230-16.9% | $67,502-40.6% | $80,856-50.4% |
| Participation rate | 56.0% | 66.4%-10.4pp | 72.9%-16.9pp | 67.6%-11.6pp |
| Annual return | 17.26% | 18.28%-1.0pp | 3512.12%-3494.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,129 | $2,020+5.4% | $2,731-22.0% | $2,755-22.7% |
| Participant deferral / active EE | $6,188 | $2,924+111.7% | $4,000+54.7% | $4,296+44.1% |
| Admin fee / account holder | $1,518 | $3,681-58.8% | $3,998-62.0% | $6,918-78.1% |