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 | $38,719 | $111,814-65.4% | $103,374-62.5% | $145,959-73.5% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 20.29% | 24.77%-4.5pp | 24.89%-4.6pp | 561.95%-541.7pp |
| Employer contribution / active EE | $1,681 | $4,214-60.1% | $3,869-56.6% | $4,661-63.9% |
| Participant deferral / active EE | $3,900 | $5,618-30.6% | $5,058-22.9% | $6,689-41.7% |
| Admin fee / account holder | $3,117 | $9,754-68.0% | $8,394-62.9% | $13,398-76.7% |