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 | $48,186 | $49,915-3.5% | $154,803-68.9% | $74,304-35.2% |
| Participation rate | 35.7% | 54.0%-18.2pp | 78.1%-42.4pp | 60.3%-24.6pp |
| Annual return | 18.99% | 34.06%-15.1pp | 58.88%-39.9pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,394 | $1,611-13.5% | $4,305-67.6% | $2,241-37.8% |
| Participant deferral / active EE | $3,629 | $2,255+60.9% | $5,540-34.5% | $3,767-3.7% |
| Admin fee / account holder | $6,175 | $2,189+182.1% | $14,329-56.9% | $2,969+108.0% |