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 | $60,714 | $127,777-52.5% | $106,548-43.0% | $167,490-63.8% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 15.78% | 33.87%-18.1pp | 26.80%-11.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,051 | $3,427-69.3% | $2,819-62.7% | $4,837-78.3% |
| Participant deferral / active EE | $1,628 | $5,087-68.0% | $4,398-63.0% | $6,341-74.3% |
| Admin fee / account holder | $302 | $11,228-97.3% | $7,407-95.9% | $12,309-97.5% |