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 | $38,632 | $81,233-52.4% | $155,567-75.2% | $80,874-52.2% |
| Participation rate | 48.3% | 66.2%-17.9pp | 78.2%-29.9pp | 67.6%-19.3pp |
| Annual return | 12.83% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,216 | $3,101-60.8% | $4,674-74.0% | $2,756-55.9% |
| Participant deferral / active EE | $2,983 | $3,452-13.6% | $5,628-47.0% | $4,297-30.6% |
| Admin fee / account holder | $362 | $7,998-95.5% | $15,916-97.7% | $6,935-94.8% |