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 | $31,415 | $110,261-71.5% | $95,745-67.2% | $139,434-77.5% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 12.37% | 27.11%-14.7pp | 28.35%-16.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,902 | $3,257+19.8% | $2,835+37.7% | $4,751-17.9% |
| Participant deferral / active EE | $980 | $4,676-79.0% | $4,245-76.9% | $6,710-85.4% |
| Admin fee / account holder | $9,385 | $6,613+41.9% | $5,678+65.3% | $11,403-17.7% |