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 | $44,714 | $80,724-44.6% | $103,333-56.7% | $74,495-40.0% |
| Participation rate | 39.2% | 65.7%-26.5pp | 74.5%-35.3pp | 67.2%-28.0pp |
| Annual return | 23.72% | 27.56%-3.8pp | 24.88%-1.2pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $1,932 | $3,157-38.8% | $3,868-50.0% | $2,623-26.3% |
| Participant deferral / active EE | $3,810 | $3,860-1.3% | $5,057-24.7% | $4,346-12.3% |
| Admin fee / account holder | $2,421 | $2,368+2.2% | $8,355-71.0% | $1,942+24.7% |