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 | $29,530 | $78,672-62.5% | $109,143-72.9% | $85,850-65.6% |
| Participation rate | 29.6% | 68.3%-38.6pp | 75.9%-46.2pp | 69.3%-39.7pp |
| Annual return | 14.46% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,419 | $2,735-48.1% | $3,722-61.9% | $2,565-44.7% |
| Participant deferral / active EE | $2,124 | $3,467-38.7% | $4,653-54.3% | $3,952-46.2% |
| Admin fee / account holder | $1,147 | $5,469-79.0% | $6,752-83.0% | $6,260-81.7% |