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 | $38,026 | $72,277-47.4% | $101,248-62.4% | $79,858-52.4% |
| Participation rate | 27.3% | 68.5%-41.2pp | 75.8%-48.5pp | 69.6%-42.4pp |
| Annual return | 26.04% | 22.30%+3.7pp | 46.47%-20.4pp | 31.71%-5.7pp |
| Employer contribution / active EE | $859 | $2,692-68.1% | $3,660-76.5% | $2,471-65.2% |
| Participant deferral / active EE | $3,191 | $3,282-2.7% | $4,370-27.0% | $3,740-14.7% |
| Admin fee / account holder | $2,339 | $4,400-46.8% | $5,945-60.7% | $5,306-55.9% |