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 | $45,082 | $72,277-37.6% | $101,248-55.5% | $79,858-43.5% |
| Participation rate | 38.9% | 68.5%-29.6pp | 75.8%-36.9pp | 69.6%-30.7pp |
| Annual return | 23.23% | 22.30%+0.9pp | 46.47%-23.2pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,248 | $2,692-53.6% | $3,660-65.9% | $2,471-49.5% |
| Participant deferral / active EE | $3,847 | $3,282+17.2% | $4,370-12.0% | $3,740+2.9% |
| Admin fee / account holder | $306 | $4,400-93.0% | $5,945-94.8% | $5,306-94.2% |