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 | $63,725 | $124,425-48.8% | $112,040-43.1% | $137,256-53.6% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 17.35% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,290 | $3,411-32.9% | $2,954-22.5% | $4,156-44.9% |
| Participant deferral / active EE | $3,778 | $5,718-33.9% | $5,098-25.9% | $6,407-41.0% |
| Admin fee / account holder | $1,907 | $15,207-87.5% | $12,098-84.2% | $12,270-84.5% |