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 | $26,138 | $81,460-67.9% | $103,333-74.7% | $80,856-67.7% |
| Participation rate | 36.0% | 66.8%-30.8pp | 74.5%-38.5pp | 67.6%-31.6pp |
| Annual return | 12.62% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,282 | $3,105-58.7% | $3,868-66.9% | $2,755-53.5% |
| Participant deferral / active EE | $2,704 | $3,869-30.1% | $5,057-46.5% | $4,296-37.0% |
| Admin fee / account holder | $851 | $6,566-87.0% | $8,355-89.8% | $6,918-87.7% |