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 | $31,982 | $118,427-73.0% | $66,042-51.6% | $142,382-77.5% |
| Participation rate | 57.1% | 68.1%-11.0pp | 67.5%-10.4pp | 80.1%-23.0pp |
| Annual return | 17.08% | 35.57%-18.5pp | 52.11%-35.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,829 | $4,311-34.4% | $2,835-0.2% | $6,507-56.5% |
| Admin fee / account holder | $314 | $9,593-96.7% | $5,747-94.5% | $12,624-97.5% |