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 | $40,215 | $93,571-57.0% | $135,903-70.4% | $75,163-46.5% |
| Participation rate | 46.3% | 75.2%-28.8pp | 81.9%-35.6pp | 67.2%-20.9pp |
| Annual return | 29.35% | 30.90%-1.6pp | 68.23%-38.9pp | 160.62%-131.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,662 | $6,404+66.5% | $7,758+37.4% | $4,125+158.5% |
| Admin fee / account holder | $1,357 | $6,975-80.5% | $10,762-87.4% | $5,651-76.0% |