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 | $39,878 | $60,022-33.6% | $88,946-55.2% | $84,808-53.0% |
| Participation rate | 43.6% | 57.8%-14.2pp | 68.8%-25.3pp | 68.3%-24.7pp |
| Annual return | 19.73% | 22.43%-2.7pp | 57.82%-38.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,073 | $1,703-37.0% | $2,555-58.0% | $2,631-59.2% |
| Participant deferral / active EE | $2,674 | $3,114-14.1% | $4,581-41.6% | $4,212-36.5% |
| Admin fee / account holder | $579 | $4,811-88.0% | $8,261-93.0% | $7,344-92.1% |