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 | $41,026 | $65,041-36.9% | $90,951-54.9% | $79,858-48.6% |
| Participation rate | 57.4% | 61.6%-4.2pp | 69.0%-11.6pp | 69.6%-12.2pp |
| Annual return | 13.24% | 30.45%-17.2pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $852 | $1,247-31.7% | $2,122-59.8% | $2,471-65.5% |
| Participant deferral / active EE | $2,605 | $2,512+3.7% | $3,373-22.8% | $3,740-30.3% |
| Admin fee / account holder | $3,232 | $4,536-28.8% | $5,959-45.8% | $5,306-39.1% |