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 | $37,934 | $71,057-46.6% | $93,654-59.5% | $80,874-53.1% |
| Participation rate | 58.7% | 60.4%-1.7pp | 68.7%-10.0pp | 67.6%-9.0pp |
| Annual return | 13.91% | 11.26%+2.7pp | 133.34%-119.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,432 | $1,564-8.4% | $2,421-40.8% | $2,756-48.0% |
| Participant deferral / active EE | $2,723 | $4,034-32.5% | $4,413-38.3% | $4,297-36.6% |
| Admin fee / account holder | $1,221 | $6,944-82.4% | $8,282-85.3% | $6,935-82.4% |