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 7-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 | $39,083 | $80,724-51.6% | $103,333-62.2% | $74,495-47.5% |
| Participation rate | 54.0% | 65.7%-11.7pp | 74.5%-20.5pp | 67.2%-13.2pp |
| Annual return | 16.83% | 27.56%-10.7pp | 24.88%-8.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,090 | $3,157-33.8% | $3,868-46.0% | $2,623-20.3% |
| Participant deferral / active EE | $4,015 | $3,860+4.0% | $5,057-20.6% | $4,346-7.6% |
| Admin fee / account holder | $8,752 | $2,368+269.6% | $8,355+4.8% | $1,942+350.7% |