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 | $52,726 | $127,065-58.5% | $113,168-53.4% | $142,382-63.0% |
| Participation rate | 47.8% | 79.2%-31.4pp | 76.6%-28.7pp | 80.1%-32.3pp |
| Annual return | 15.57% | 24.03%-8.5pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,678 | $3,442-51.3% | $2,975-43.6% | $4,299-61.0% |
| Participant deferral / active EE | $3,235 | $5,716-43.4% | $5,107-36.7% | $6,507-50.3% |
| Admin fee / account holder | $2,637 | $15,736-83.2% | $12,068-78.1% | $12,624-79.1% |