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 | $33,151 | $85,022-61.0% | $70,515-53.0% | $139,434-76.2% |
| Participation rate | 38.5% | 73.9%-35.5pp | 68.3%-29.9pp | 80.3%-41.9pp |
| Annual return | 20.71% | 30.38%-9.7pp | 32.77%-12.1pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,437 | $3,909-37.7% | $2,973-18.0% | $4,751-48.7% |
| Participant deferral / active EE | $3,685 | $5,890-37.4% | $4,567-19.3% | $6,710-45.1% |
| Admin fee / account holder | $1,747 | $8,906-80.4% | $6,412-72.8% | $11,403-84.7% |