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 | $54,306 | $65,395-17.0% | $182,532-70.2% | $72,985-25.6% |
| Participation rate | 54.5% | 65.4%-10.9pp | 78.0%-23.4pp | 69.5%-14.9pp |
| Annual return | 22.88% | 27.68%-4.8pp | 148.54%-125.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,691 | $3,563+3.6% | $5,524-33.2% | $3,607+2.3% |
| Admin fee / account holder | $1,134 | $4,245-73.3% | $8,592-86.8% | $5,124-77.9% |