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 | $72,269 | $80,724-10.5% | $103,333-30.1% | $74,495-3.0% |
| Participation rate | 23.7% | 65.7%-42.0pp | 74.5%-50.8pp | 67.2%-43.5pp |
| Annual return | 14.46% | 27.56%-13.1pp | 24.88%-10.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $779 | $3,157-75.3% | $3,868-79.9% | $2,623-70.3% |
| Participant deferral / active EE | $2,833 | $3,860-26.6% | $5,057-44.0% | $4,346-34.8% |
| Admin fee / account holder | $516 | $2,368-78.2% | $8,355-93.8% | $1,942-73.4% |