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 | $21,656 | $90,503-76.1% | $78,689-72.5% | $273,961-92.1% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 26.81% | 75.60%-48.8pp | 62.18%-35.4pp | 41.45%-14.6pp |
| Employer contribution / active EE | $3,016 | $3,176-5.0% | $2,851+5.8% | $4,869-38.1% |
| Participant deferral / active EE | $8,502 | $3,901+117.9% | $3,517+141.7% | $5,287+60.8% |
| Admin fee / account holder | $1,763 | $5,263-66.5% | $4,510-60.9% | $10,132-82.6% |