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 9-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 | $62,639 | $96,484-35.1% | $156,263-59.9% | $74,304-15.7% |
| Participation rate | 62.4% | 67.7%-5.3pp | 78.9%-16.5pp | 60.3%+2.0pp |
| Annual return | 21.81% | 17.73%+4.1pp | 59.47%-37.7pp | 29.43%-7.6pp |
| Employer contribution / active EE | $1,879 | $2,528-25.7% | $4,333-56.6% | $2,241-16.2% |
| Participant deferral / active EE | $3,656 | $4,286-14.7% | $6,158-40.6% | $3,767-3.0% |
| Admin fee / account holder | $1,015 | $3,728-72.8% | $14,255-92.9% | $2,969-65.8% |