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 | $57,315 | $112,729-49.2% | $98,716-41.9% | $137,256-58.2% |
| Participation rate | 29.4% | 74.2%-44.8pp | 69.3%-39.9pp | 80.0%-50.5pp |
| Annual return | 15.75% | 38.48%-22.7pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,218 | $4,640-52.2% | $4,048-45.2% | $6,407-65.4% |
| Admin fee / account holder | $897 | $10,129-91.1% | $8,703-89.7% | $12,270-92.7% |