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 | $21,397 | $115,708-81.5% | $65,255-67.2% | $139,434-84.7% |
| Participation rate | 52.4% | 67.8%-15.4pp | 65.0%-12.6pp | 80.3%-27.9pp |
| Annual return | 17.29% | 31.19%-13.9pp | 47.35%-30.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,976 | $4,240-53.4% | $2,831-30.2% | $6,710-70.6% |
| Admin fee / account holder | $2,255 | $6,698-66.3% | $4,112-45.2% | $11,403-80.2% |