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 | $55,348 | $81,460-32.1% | $103,333-46.4% | $80,856-31.5% |
| Participation rate | 32.4% | 66.8%-34.4pp | 74.5%-42.1pp | 67.6%-35.2pp |
| Annual return | 14.68% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,000 | $3,105-35.6% | $3,868-48.3% | $2,755-27.4% |
| Participant deferral / active EE | $3,409 | $3,869-11.9% | $5,057-32.6% | $4,296-20.6% |
| Admin fee / account holder | $8,163 | $6,566+24.3% | $8,355-2.3% | $6,918+18.0% |