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 | $70,978 | $154,228-54.0% | $145,433-51.2% | $137,256-48.3% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.06% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,987 | $4,804-17.0% | $4,554-12.5% | $4,156-4.1% |
| Participant deferral / active EE | $16,743 | $8,216+103.8% | $7,897+112.0% | $6,407+161.3% |
| Admin fee / account holder | $3,997 | $14,344-72.1% | $13,129-69.6% | $12,270-67.4% |