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 | $70,018 | $114,381-38.8% | $107,525-34.9% | $142,382-50.8% |
| Participation rate | 54.2% | 78.1%-24.0pp | 75.1%-20.9pp | 80.1%-26.0pp |
| Annual return | 19.34% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,121 | $4,015-47.2% | $3,754-43.5% | $4,299-50.7% |
| Participant deferral / active EE | $4,430 | $5,564-20.4% | $5,116-13.4% | $6,507-31.9% |
| Admin fee / account holder | $2,444 | $9,860-75.2% | $8,919-72.6% | $12,624-80.6% |