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 | $19,150 | $77,314-75.2% | $177,989-89.2% | $80,856-76.3% |
| Participation rate | 56.1% | 65.7%-9.6pp | 77.1%-21.0pp | 67.6%-11.5pp |
| Annual return | 17.04% | 18.09%-1.0pp | 294.48%-277.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $701 | $2,292-69.4% | $3,949-82.2% | $2,755-74.5% |
| Participant deferral / active EE | $3,112 | $4,411-29.4% | $6,276-50.4% | $4,296-27.6% |
| Admin fee / account holder | $7,782 | $7,191+8.2% | $10,363-24.9% | $6,918+12.5% |