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 | $12,472 | $81,632-84.7% | $70,449-82.3% | $158,922-92.2% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.1%-37.6pp | 82.0%-44.5pp |
| Annual return | 20.85% | 208.40%-187.6pp | 109.03%-88.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $948 | $3,217-70.5% | $2,737-65.4% | $4,761-80.1% |
| Participant deferral / active EE | $3,232 | $4,554-29.0% | $3,709-12.8% | $5,982-46.0% |
| Admin fee / account holder | $3,282 | $6,193-47.0% | $3,845-14.7% | $11,246-70.8% |