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 | $84,328 | $111,814-24.6% | $103,374-18.4% | $145,959-42.2% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,505 | $4,214-64.3% | $3,869-61.1% | $4,661-67.7% |
| Participant deferral / active EE | $4,037 | $5,618-28.2% | $5,058-20.2% | $6,689-39.6% |
| Admin fee / account holder | $1,220 | $9,754-87.5% | $8,394-85.5% | $13,398-90.9% |