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 | $33,976 | $89,355-62.0% | $141,162-75.9% | $72,985-53.4% |
| Participation rate | 68.6% | 75.1%-6.5pp | 82.5%-13.8pp | 69.5%-0.9pp |
| Annual return | 29.91% | 111.85%-81.9pp | 71.39%-41.5pp | 81.00%-51.1pp |
| Employer contribution / active EE | $2,163 | $3,114-30.5% | $4,735-54.3% | $2,440-11.3% |
| Participant deferral / active EE | $5,007 | $5,418-7.6% | $6,709-25.4% | $3,607+38.8% |
| Admin fee / account holder | $4,040 | $5,958-32.2% | $10,261-60.6% | $5,124-21.2% |