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 | $75,867 | $78,672-3.6% | $109,143-30.5% | $85,850-11.6% |
| Participation rate | 30.8% | 68.3%-37.5pp | 75.9%-45.1pp | 69.3%-38.5pp |
| Annual return | 13.28% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,077 | $2,735-60.6% | $3,722-71.1% | $2,565-58.0% |
| Participant deferral / active EE | $2,564 | $3,467-26.0% | $4,653-44.9% | $3,952-35.1% |
| Admin fee / account holder | $6,484 | $5,469+18.5% | $6,752-4.0% | $6,260+3.6% |