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 | $33,062 | $77,314-57.2% | $177,989-81.4% | $80,856-59.1% |
| Participation rate | 41.0% | 65.7%-24.7pp | 77.1%-36.1pp | 67.6%-26.6pp |
| Annual return | 14.61% | 18.09%-3.5pp | 294.48%-279.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,011 | $2,292-12.3% | $3,949-49.1% | $2,755-27.0% |
| Participant deferral / active EE | $3,661 | $4,411-17.0% | $6,276-41.7% | $4,296-14.8% |
| Admin fee / account holder | $9,175 | $7,191+27.6% | $10,363-11.5% | $6,918+32.6% |