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 | $66,500 | $111,754-40.5% | $103,333-35.6% | $145,922-54.4% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 19.64% | 24.77%-5.1pp | 24.88%-5.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,207 | $4,212-47.6% | $3,868-42.9% | $4,660-52.6% |
| Participant deferral / active EE | $5,686 | $5,619+1.2% | $5,057+12.4% | $6,688-15.0% |
| Admin fee / account holder | $4,575 | $9,750-53.1% | $8,355-45.2% | $13,397-65.9% |