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 9-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 | $61,872 | $177,572-65.2% | $154,803-60.0% | $142,382-56.5% |
| Participation rate | 47.6% | 82.1%-34.4pp | 78.1%-30.5pp | 80.1%-32.5pp |
| Annual return | 16.92% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,417 | $4,810-70.6% | $4,305-67.1% | $4,299-67.0% |
| Participant deferral / active EE | $4,301 | $6,272-31.4% | $5,540-22.4% | $6,507-33.9% |
| Admin fee / account holder | $17,765 | $16,786+5.8% | $14,329+24.0% | $12,624+40.7% |