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 | $32,076 | $106,515-69.9% | $96,683-66.8% | $139,434-77.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.93% | 38.43%-17.5pp | 35.69%-14.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,192 | $4,103-46.6% | $3,737-41.3% | $4,751-53.9% |
| Participant deferral / active EE | $8,278 | $5,454+51.8% | $4,878+69.7% | $6,710+23.4% |
| Admin fee / account holder | $333 | $7,877-95.8% | $6,730-95.0% | $11,403-97.1% |