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 | $50,060 | $65,041-23.0% | $90,951-45.0% | $79,858-37.3% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 15.70% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,271 | $1,247+1.9% | $2,122-40.1% | $2,471-48.6% |
| Participant deferral / active EE | $3,368 | $2,512+34.1% | $3,373-0.1% | $3,740-9.9% |
| Admin fee / account holder | $1,963 | $4,536-56.7% | $5,959-67.1% | $5,306-63.0% |