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 | $25,980 | $56,317-53.9% | $71,209-63.5% | $74,304-65.0% |
| Participation rate | 22.1% | 55.1%-33.1pp | 73.8%-51.7pp | 60.3%-38.3pp |
| Annual return | 18.83% | 42.83%-24.0pp | 282.51%-263.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,110 | $2,788-24.3% | $4,175-49.5% | $3,767-44.0% |
| Admin fee / account holder | $2,019 | $2,290-11.8% | $5,349-62.3% | $2,969-32.0% |