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 | $44,661 | $93,571-52.3% | $135,903-67.1% | $75,163-40.6% |
| Participation rate | 49.3% | 75.2%-25.9pp | 81.9%-32.6pp | 67.2%-17.9pp |
| Annual return | 18.81% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,726 | $3,537-51.2% | $4,856-64.4% | $2,670-35.3% |
| Participant deferral / active EE | $4,193 | $6,404-34.5% | $7,758-45.9% | $4,125+1.7% |
| Admin fee / account holder | $8,967 | $6,975+28.6% | $10,762-16.7% | $5,651+58.7% |