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 | $36,498 | $73,933-50.6% | $96,683-62.2% | $75,163-51.4% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 19.06% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,990 | $2,928-32.0% | $3,737-46.7% | $2,670-25.5% |
| Participant deferral / active EE | $3,649 | $3,659-0.3% | $4,878-25.2% | $4,125-11.5% |
| Admin fee / account holder | $419 | $5,216-92.0% | $6,730-93.8% | $5,651-92.6% |