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 | $29,413 | $52,279-43.7% | $89,391-67.1% | $79,858-63.2% |
| Participation rate | 56.8% | 57.5%-0.7pp | 68.0%-11.2pp | 69.6%-12.8pp |
| Annual return | 20.73% | 22.16%-1.4pp | 245.62%-224.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,613 | $1,572+2.6% | $2,586-37.6% | $2,471-34.7% |
| Participant deferral / active EE | $3,502 | $2,740+27.8% | $3,890-10.0% | $3,740-6.4% |
| Admin fee / account holder | $2,978 | $3,356-11.3% | $4,881-39.0% | $5,306-43.9% |