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 | $34,805 | $73,933-52.9% | $96,683-64.0% | $75,163-53.7% |
| Participation rate | 55.0% | 66.4%-11.4pp | 74.3%-19.3pp | 67.2%-12.2pp |
| Annual return | 15.20% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,506 | $2,928-48.6% | $3,737-59.7% | $2,670-43.6% |
| Participant deferral / active EE | $3,255 | $3,659-11.0% | $4,878-33.3% | $4,125-21.1% |
| Admin fee / account holder | $1,803 | $5,216-65.4% | $6,730-73.2% | $5,651-68.1% |