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 | $86,076 | $127,065-32.3% | $113,168-23.9% | $142,382-39.5% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 22.70% | 24.03%-1.3pp | 24.27%-1.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,680 | $3,442-51.2% | $2,975-43.5% | $4,299-60.9% |
| Participant deferral / active EE | $3,795 | $5,716-33.6% | $5,107-25.7% | $6,507-41.7% |
| Admin fee / account holder | $323 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |