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 9-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 | $32,572 | $62,573-47.9% | $85,682-62.0% | $85,850-62.1% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.9%-9.4pp | 69.3%-8.9pp |
| Annual return | 12.61% | 23.77%-11.2pp | 21.49%-8.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,585 | $1,757+104.0% | $2,618+36.9% | $2,565+39.7% |
| Participant deferral / active EE | $4,010 | $2,802+43.1% | $3,923+2.2% | $3,952+1.5% |
| Admin fee / account holder | $2,832 | $4,640-39.0% | $6,873-58.8% | $6,260-54.8% |