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 | $38,809 | $80,968-52.1% | $96,544-59.8% | $75,163-48.4% |
| Participation rate | 52.2% | 71.8%-19.5pp | 76.0%-23.7pp | 67.2%-15.0pp |
| Annual return | 25.72% | 27.06%-1.3pp | 25.84%-0.1pp | 160.62%-134.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,282 | $3,928+136.3% | $4,851+91.4% | $4,125+125.0% |
| Admin fee / account holder | $4,755 | $6,724-29.3% | $8,252-42.4% | $5,651-15.9% |