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 | $45,748 | $48,750-6.2% | $88,946-48.6% | $74,304-38.4% |
| Participation rate | 8.1% | 44.5%-36.4pp | 68.8%-60.8pp | 60.3%-52.3pp |
| Annual return | 18.33% | 25.91%-7.6pp | 57.82%-39.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $380 | $1,255-69.7% | $2,555-85.1% | $2,241-83.0% |
| Participant deferral / active EE | $612 | $2,423-74.8% | $4,581-86.7% | $3,767-83.8% |
| Admin fee / account holder | $3,840 | $3,756+2.3% | $8,261-53.5% | $2,969+29.4% |