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 | $57,709 | $116,175-50.3% | $93,606-38.3% | $152,861-62.2% |
| Participation rate | 54.2% | 78.0%-23.9pp | 75.8%-21.7pp | 82.4%-28.3pp |
| Annual return | 14.80% | 35.96%-21.2pp | 32.76%-18.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,302 | $3,218-59.5% | $2,718-52.1% | $4,762-72.7% |
| Participant deferral / active EE | $2,200 | $4,603-52.2% | $4,069-45.9% | $5,850-62.4% |
| Admin fee / account holder | $2,634 | $10,748-75.5% | $7,888-66.6% | $11,596-77.3% |