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 | $48,617 | $86,944-44.1% | $107,525-54.8% | $74,304-34.6% |
| Participation rate | 36.5% | 59.6%-23.0pp | 75.1%-38.5pp | 60.3%-23.8pp |
| Annual return | 20.14% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,621 | $2,757-41.2% | $3,754-56.8% | $2,241-27.7% |
| Participant deferral / active EE | $3,503 | $3,554-1.4% | $5,116-31.5% | $3,767-7.0% |
| Admin fee / account holder | $2,371 | $3,727-36.4% | $8,919-73.4% | $2,969-20.1% |