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 | $69,912 | $148,978-53.1% | $200,582-65.1% | $84,808-17.6% |
| Participation rate | 55.4% | 84.2%-28.9pp | 86.9%-31.5pp | 68.3%-13.0pp |
| Annual return | 18.51% | 28.16%-9.7pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,732 | $4,815-64.0% | $6,419-73.0% | $2,631-34.2% |
| Participant deferral / active EE | $4,217 | $7,142-41.0% | $9,331-54.8% | $4,212+0.1% |
| Admin fee / account holder | $4,165 | $13,977-70.2% | $16,305-74.5% | $7,344-43.3% |