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 | $60,434 | $54,705+10.5% | $71,209-15.1% | $84,808-28.7% |
| Participation rate | 46.2% | 64.1%-17.9pp | 73.8%-27.6pp | 68.3%-22.2pp |
| Annual return | 18.44% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,879 | $2,158-12.9% | $2,721-30.9% | $2,631-28.6% |
| Participant deferral / active EE | $5,655 | $3,030+86.6% | $4,175+35.4% | $4,212+34.3% |
| Admin fee / account holder | $4,055 | $4,863-16.6% | $5,349-24.2% | $7,344-44.8% |