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 | $23,888 | $93,571-74.5% | $135,903-82.4% | $75,163-68.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 23.02% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,374 | $3,537-4.6% | $4,856-30.5% | $2,670+26.4% |
| Participant deferral / active EE | $6,586 | $6,404+2.8% | $7,758-15.1% | $4,125+59.7% |
| Admin fee / account holder | $2,948 | $6,975-57.7% | $10,762-72.6% | $5,651-47.8% |