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 | $46,803 | $210,408-77.8% | $153,485-69.5% | $145,922-67.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 13.08% | 13.37%-0.3pp | 15.65%-2.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,472 | $6,048-75.7% | $5,039-70.8% | $4,660-68.4% |
| Participant deferral / active EE | $2,272 | $7,975-71.5% | $6,757-66.4% | $6,688-66.0% |
| Admin fee / account holder | $1,520 | $19,419-92.2% | $12,724-88.1% | $13,397-88.7% |