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 | $36,863 | $180,028-79.5% | $138,135-73.3% | $158,922-76.8% |
| Participation rate | 45.5% | 82.2%-36.8pp | 78.7%-33.2pp | 82.0%-36.5pp |
| Annual return | 30.45% | 21.68%+8.8pp | 20.51%+9.9pp | 302.83%-272.4pp |
| Employer contribution / active EE | $1,334 | $7,470-82.1% | $5,587-76.1% | $4,761-72.0% |
| Participant deferral / active EE | $5,271 | $7,717-31.7% | $6,431-18.0% | $5,982-11.9% |
| Admin fee / account holder | $680 | $17,912-96.2% | $11,856-94.3% | $11,246-93.9% |