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 | $56,550 | $149,734-62.2% | $118,925-52.4% | $158,922-64.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 44.81% | 19.95%+24.9pp | 35.88%+8.9pp | 302.83%-258.0pp |
| Employer contribution / active EE | $2,342 | $4,115-43.1% | $3,263-28.2% | $4,761-50.8% |
| Participant deferral / active EE | $8,386 | $5,223+60.6% | $4,265+96.6% | $5,982+40.2% |
| Admin fee / account holder | $6,454 | $8,603-25.0% | $6,581-1.9% | $11,246-42.6% |