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 | $62,939 | $82,882-24.1% | $127,761-50.7% | $72,985-13.8% |
| Participation rate | 41.1% | 71.5%-30.4pp | 79.0%-37.9pp | 69.5%-28.4pp |
| Annual return | 38.32% | 32.20%+6.1pp | 26.14%+12.2pp | 81.00%-42.7pp |
| Employer contribution / active EE | $1,231 | $3,346-63.2% | $4,574-73.1% | $2,440-49.5% |
| Participant deferral / active EE | $2,539 | $4,791-47.0% | $6,021-57.8% | $3,607-29.6% |
| Admin fee / account holder | $3,189 | $6,487-50.8% | $9,395-66.1% | $5,124-37.8% |