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 | $35,907 | $62,573-42.6% | $85,682-58.1% | $85,850-58.2% |
| Participation rate | 29.0% | 61.1%-32.1pp | 69.9%-40.8pp | 69.3%-40.3pp |
| Annual return | 11.49% | 23.77%-12.3pp | 21.49%-10.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,893 | $1,757+7.8% | $2,618-27.7% | $2,565-26.2% |
| Participant deferral / active EE | $2,829 | $2,802+1.0% | $3,923-27.9% | $3,952-28.4% |
| Admin fee / account holder | $8,685 | $4,640+87.2% | $6,873+26.4% | $6,260+38.7% |