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 | $100,407 | $159,602-37.1% | $150,045-33.1% | $142,382-29.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 15.20% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,566 | $4,961-68.4% | $4,693-66.6% | $4,299-63.6% |
| Participant deferral / active EE | $5,751 | $8,310-30.8% | $7,997-28.1% | $6,507-11.6% |
| Admin fee / account holder | $16,857 | $14,846+13.5% | $13,435+25.5% | $12,624+33.5% |