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 | $80,833 | $78,422+3.1% | $95,952-15.8% | $79,858+1.2% |
| Participation rate | 31.4% | 73.5%-42.1pp | 77.1%-45.6pp | 69.6%-38.2pp |
| Annual return | 16.66% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $940 | $1,945-51.7% | $2,541-63.0% | $2,471-62.0% |
| Participant deferral / active EE | $1,912 | $3,440-44.4% | $4,167-54.1% | $3,740-48.9% |
| Admin fee / account holder | $442 | $5,622-92.1% | $6,795-93.5% | $5,306-91.7% |