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 | $43,930 | $48,795-10.0% | $65,493-32.9% | $84,808-48.2% |
| Participation rate | 15.3% | 67.0%-51.7pp | 73.1%-57.8pp | 68.3%-53.0pp |
| Annual return | 19.46% | 20.20%-0.7pp | 982.45%-963.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $348 | $1,930-82.0% | $2,574-86.5% | $2,631-86.8% |
| Participant deferral / active EE | $825 | $2,928-71.8% | $3,961-79.2% | $4,212-80.4% |
| Admin fee / account holder | $4,548 | $3,877+17.3% | $5,028-9.5% | $7,344-38.1% |