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 | $44,621 | $81,248-45.1% | $155,509-71.3% | $80,856-44.8% |
| Participation rate | 43.7% | 66.2%-22.6pp | 78.2%-34.5pp | 67.6%-24.0pp |
| Annual return | 13.66% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,527 | $3,100-50.8% | $4,672-67.3% | $2,755-44.6% |
| Participant deferral / active EE | $2,594 | $3,452-24.8% | $5,626-53.9% | $4,296-39.6% |
| Admin fee / account holder | $617 | $7,997-92.3% | $15,912-96.1% | $6,918-91.1% |