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 | $40,772 | $63,703-36.0% | $93,063-56.2% | $82,448-50.5% |
| Participation rate | 30.0% | 63.8%-33.8pp | 72.1%-42.1pp | 68.1%-38.1pp |
| Annual return | 18.71% | -775.43%+794.1pp | 34.15%-15.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $726 | $1,729-58.0% | $2,476-70.7% | $2,551-71.5% |
| Participant deferral / active EE | $2,343 | $2,919-19.7% | $3,958-40.8% | $4,139-43.4% |
| Admin fee / account holder | $2,718 | $5,982-54.6% | $6,033-55.0% | $7,234-62.4% |