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 | $46,686 | $127,065-63.3% | $113,168-58.7% | $142,382-67.2% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 15.74% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,324 | $3,442-32.5% | $2,975-21.9% | $4,299-45.9% |
| Participant deferral / active EE | $3,584 | $5,716-37.3% | $5,107-29.8% | $6,507-44.9% |
| Admin fee / account holder | $3,807 | $15,736-75.8% | $12,068-68.5% | $12,624-69.8% |