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 | $59,716 | $95,416-37.4% | $185,823-67.9% | $85,850-30.4% |
| Participation rate | 55.3% | 68.8%-13.4pp | 81.7%-26.4pp | 69.3%-14.0pp |
| Annual return | 17.58% | 23.59%-6.0pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,523 | $3,314-23.9% | $5,167-51.2% | $2,565-1.6% |
| Participant deferral / active EE | $4,322 | $3,423+26.3% | $5,568-22.4% | $3,952+9.4% |
| Admin fee / account holder | $6,275 | $7,213-13.0% | $16,237-61.4% | $6,260+0.2% |