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 | $52,845 | $89,753-41.1% | $107,525-50.9% | $84,808-37.7% |
| Participation rate | 57.7% | 68.1%-10.4pp | 75.1%-17.4pp | 68.3%-10.6pp |
| Annual return | 24.43% | 29.48%-5.1pp | 181.32%-156.9pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,176 | $3,113+2.0% | $3,754-15.4% | $2,631+20.7% |
| Participant deferral / active EE | $6,406 | $4,056+57.9% | $5,116+25.2% | $4,212+52.1% |
| Admin fee / account holder | $1,243 | $7,222-82.8% | $8,919-86.1% | $7,344-83.1% |