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 | $45,401 | $92,798-51.1% | $96,707-53.1% | $137,256-66.9% |
| Participation rate | 69.2% | 81.6%-12.4pp | 80.4%-11.1pp | 80.0%-10.7pp |
| Annual return | 19.70% | 31.24%-11.5pp | 34.78%-15.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,060 | $4,147-50.3% | $4,191-50.8% | $4,156-50.4% |
| Participant deferral / active EE | $4,130 | $5,877-29.7% | $5,997-31.1% | $6,407-35.5% |
| Admin fee / account holder | $702 | $7,946-91.2% | $7,503-90.6% | $12,270-94.3% |