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 | $64,508 | $111,754-42.3% | $103,333-37.6% | $145,922-55.8% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 18.04% | 24.77%-6.7pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,080 | $4,212-26.9% | $3,868-20.4% | $4,660-33.9% |
| Participant deferral / active EE | $4,749 | $5,619-15.5% | $5,057-6.1% | $6,688-29.0% |
| Admin fee / account holder | $611 | $9,750-93.7% | $8,355-92.7% | $13,397-95.4% |