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 | $51,560 | $101,724-49.3% | $164,813-68.7% | $80,856-36.2% |
| Participation rate | 47.8% | 71.8%-24.0pp | 78.6%-30.8pp | 67.6%-19.8pp |
| Annual return | 13.42% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,763 | $2,953-40.3% | $4,341-59.4% | $2,755-36.0% |
| Participant deferral / active EE | $3,407 | $4,477-23.9% | $6,031-43.5% | $4,296-20.7% |
| Admin fee / account holder | $1,356 | $8,227-83.5% | $12,690-89.3% | $6,918-80.4% |