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 | $35,203 | $81,233-56.7% | $155,567-77.4% | $80,874-56.5% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 18.21% | 33.33%-15.1pp | 64.74%-46.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $2,531 | $3,101-18.4% | $4,674-45.8% | $2,756-8.1% |
| Participant deferral / active EE | $3,525 | $3,452+2.1% | $5,628-37.4% | $4,297-18.0% |
| Admin fee / account holder | $2,860 | $7,998-64.2% | $15,916-82.0% | $6,935-58.8% |