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 | $40,158 | $101,724-60.5% | $164,813-75.6% | $80,856-50.3% |
| Participation rate | 34.0% | 71.8%-37.9pp | 78.6%-44.6pp | 67.6%-33.7pp |
| Annual return | 12.13% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,470 | $2,953-16.4% | $4,341-43.1% | $2,755-10.3% |
| Participant deferral / active EE | $5,382 | $4,477+20.2% | $6,031-10.8% | $4,296+25.3% |
| Admin fee / account holder | $11,019 | $8,227+33.9% | $12,690-13.2% | $6,918+59.3% |