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 6-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 | $38,387 | $118,450-67.6% | $98,439-61.0% | $139,434-72.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 25.37% | 18.94%+6.4pp | 21.16%+4.2pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,531 | $3,609-57.6% | $3,048-49.8% | $4,751-67.8% |
| Participant deferral / active EE | $4,959 | $5,392-8.0% | $4,738+4.7% | $6,710-26.1% |
| Admin fee / account holder | $610 | $14,026-95.7% | $8,948-93.2% | $11,403-94.7% |