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 | $70,831 | $77,899-9.1% | $149,673-52.7% | $75,163-5.8% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.1pp | 67.2%-26.6pp |
| Annual return | 19.05% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,093 | $3,137-33.3% | $4,818-56.6% | $2,670-21.6% |
| Participant deferral / active EE | $4,629 | $3,411+35.7% | $5,680-18.5% | $4,125+12.2% |
| Admin fee / account holder | $2,588 | $5,956-56.6% | $13,210-80.4% | $5,651-54.2% |