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 | $56,885 | $97,125-41.4% | $86,233-34.0% | $137,256-58.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 12.53% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,277 | $2,841-19.9% | $2,504-9.1% | $4,156-45.2% |
| Participant deferral / active EE | $4,080 | $5,180-21.2% | $4,559-10.5% | $6,407-36.3% |
| Admin fee / account holder | $2,633 | $9,725-72.9% | $8,342-68.4% | $12,270-78.5% |