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 | $30,653 | $77,899-60.7% | $149,673-79.5% | $75,163-59.2% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-19.9pp | 67.2%-8.4pp |
| Annual return | 18.43% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,891 | $3,137-39.7% | $4,818-60.7% | $2,670-29.2% |
| Participant deferral / active EE | $4,676 | $3,411+37.1% | $5,680-17.7% | $4,125+13.4% |
| Admin fee / account holder | $3,152 | $5,956-47.1% | $13,210-76.1% | $5,651-44.2% |