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 | $25,397 | $90,745-72.0% | $130,231-80.5% | $75,163-66.2% |
| Participation rate | 27.3% | 71.1%-43.8pp | 76.3%-49.0pp | 67.2%-39.9pp |
| Annual return | 18.93% | 34.45%-15.5pp | 38.77%-19.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,534 | $5,362-52.7% | $6,799-62.7% | $4,125-38.6% |
| Admin fee / account holder | $8,637 | $6,331+36.4% | $6,020+43.5% | $5,651+52.8% |