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 | $46,315 | $109,881-57.8% | $150,045-69.1% | $84,808-45.4% |
| Participation rate | 52.9% | 76.1%-23.2pp | 82.3%-29.4pp | 68.3%-15.4pp |
| Annual return | 14.84% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,685 | $3,561-52.7% | $4,693-64.1% | $2,631-35.9% |
| Participant deferral / active EE | $3,613 | $6,636-45.5% | $7,997-54.8% | $4,212-14.2% |
| Admin fee / account holder | $2,034 | $8,568-76.3% | $13,435-84.9% | $7,344-72.3% |