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 | $29,151 | $47,105-38.1% | $68,368-57.4% | $67,986-57.1% |
| Participation rate | 41.8% | 51.8%-10.0pp | 73.8%-32.0pp | 57.2%-15.4pp |
| Annual return | 16.59% | 48.37%-31.8pp | 292.57%-276.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $742 | $1,859-60.1% | $2,649-72.0% | $2,019-63.2% |
| Participant deferral / active EE | $2,617 | $2,374+10.3% | $4,123-36.5% | $3,358-22.1% |
| Admin fee / account holder | $2,123 | $2,435-12.8% | $5,150-58.8% | $3,203-33.7% |