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 | $38,197 | $112,881-66.2% | $90,951-58.0% | $158,922-76.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 21.91% | 215.79%-193.9pp | 134.60%-112.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $3,062 | $2,893+5.9% | $2,122+44.3% | $4,761-35.7% |
| Participant deferral / active EE | $8,055 | $4,128+95.1% | $3,373+138.8% | $5,982+34.6% |
| Admin fee / account holder | $304 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |