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 | $28,037 | $111,754-74.9% | $103,333-72.9% | $145,922-80.8% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 26.49% | 24.77%+1.7pp | 24.88%+1.6pp | 561.29%-534.8pp |
| Employer contribution / active EE | $1,452 | $4,212-65.5% | $3,868-62.5% | $4,660-68.8% |
| Participant deferral / active EE | $4,632 | $5,619-17.6% | $5,057-8.4% | $6,688-30.7% |
| Admin fee / account holder | $1,328 | $9,750-86.4% | $8,355-84.1% | $13,397-90.1% |