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 | $31,685 | $89,355-64.5% | $141,162-77.6% | $72,985-56.6% |
| Participation rate | 36.8% | 75.1%-38.3pp | 82.5%-45.6pp | 69.5%-32.6pp |
| Annual return | 32.34% | 111.85%-79.5pp | 71.39%-39.1pp | 81.00%-48.7pp |
| Employer contribution / active EE | $1,349 | $3,114-56.7% | $4,735-71.5% | $2,440-44.7% |
| Participant deferral / active EE | $3,408 | $5,418-37.1% | $6,709-49.2% | $3,607-5.5% |
| Admin fee / account holder | $3,209 | $5,958-46.1% | $10,261-68.7% | $5,124-37.4% |