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 | $67,644 | $88,672-23.7% | $105,223-35.7% | $82,448-18.0% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 15.96% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,625 | $3,048-46.7% | $3,689-55.9% | $2,551-36.3% |
| Participant deferral / active EE | $3,738 | $4,036-7.4% | $5,072-26.3% | $4,139-9.7% |
| Admin fee / account holder | $3,744 | $7,146-47.6% | $8,859-57.7% | $7,234-48.2% |