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 | $41,550 | $162,781-74.5% | $133,956-69.0% | $158,922-73.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 25.54% | 41.94%-16.4pp | 45.09%-19.6pp | 302.83%-277.3pp |
| Employer contribution / active EE | $3,670 | $4,975-26.2% | $3,919-6.4% | $4,761-22.9% |
| Participant deferral / active EE | $3,670 | $5,911-37.9% | $5,048-27.3% | $5,982-38.7% |
| Admin fee / account holder | $2,500 | $11,736-78.7% | $8,927-72.0% | $11,246-77.8% |