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 6-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 | $30,594 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 48.5% | 75.2%-26.7pp | 81.9%-33.4pp | 67.2%-18.7pp |
| Annual return | 22.74% | 30.90%-8.2pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,305 | $3,537-34.8% | $4,856-52.5% | $2,670-13.6% |
| Participant deferral / active EE | $3,786 | $6,404-40.9% | $7,758-51.2% | $4,125-8.2% |
| Admin fee / account holder | $3,235 | $6,975-53.6% | $10,762-69.9% | $5,651-42.8% |