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 | $33,209 | $106,515-68.8% | $96,683-65.7% | $139,434-76.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.73% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,920 | $4,103-28.8% | $3,737-21.9% | $4,751-38.5% |
| Participant deferral / active EE | $5,432 | $5,454-0.4% | $4,878+11.3% | $6,710-19.1% |
| Admin fee / account holder | $8,004 | $7,877+1.6% | $6,730+18.9% | $11,403-29.8% |