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 | $36,447 | $81,248-55.1% | $155,509-76.6% | $80,856-54.9% |
| Participation rate | 64.7% | 66.2%-1.5pp | 78.2%-13.5pp | 67.6%-2.9pp |
| Annual return | 14.65% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,381 | $3,100-55.4% | $4,672-70.4% | $2,755-49.9% |
| Participant deferral / active EE | $4,614 | $3,452+33.7% | $5,626-18.0% | $4,296+7.4% |
| Admin fee / account holder | $4,636 | $7,997-42.0% | $15,912-70.9% | $6,918-33.0% |