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 | $70,489 | $87,013-19.0% | $106,213-33.6% | $80,856-12.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 12.24% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,930 | $2,395-19.4% | $3,171-39.1% | $2,755-29.9% |
| Participant deferral / active EE | $4,136 | $3,986+3.8% | $5,016-17.5% | $4,296-3.7% |
| Admin fee / account holder | $1,629 | $8,431-80.7% | $11,033-85.2% | $6,918-76.4% |