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 | $48,696 | $87,733-44.5% | $106,548-54.3% | $85,850-43.3% |
| Participation rate | 39.6% | 71.9%-32.3pp | 76.1%-36.5pp | 69.3%-29.7pp |
| Annual return | 15.38% | 21.86%-6.5pp | 26.80%-11.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,270 | $2,073-38.7% | $2,819-54.9% | $2,565-50.5% |
| Participant deferral / active EE | $4,243 | $3,469+22.3% | $4,398-3.5% | $3,952+7.4% |
| Admin fee / account holder | $765 | $6,767-88.7% | $7,407-89.7% | $6,260-87.8% |