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 | $61,487 | $80,731-23.8% | $103,374-40.5% | $74,546-17.5% |
| Participation rate | 42.2% | 65.7%-23.5pp | 74.5%-32.3pp | 67.2%-25.0pp |
| Annual return | 14.22% | 27.56%-13.3pp | 24.89%-10.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,673 | $3,158-47.0% | $3,869-56.8% | $2,624-36.3% |
| Participant deferral / active EE | $2,969 | $3,860-23.1% | $5,058-41.3% | $4,347-31.7% |
| Admin fee / account holder | $3,152 | $2,369+33.1% | $8,394-62.4% | $1,944+62.2% |