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 | $125,743 | $179,726-30.0% | $156,263-19.5% | $142,382-11.7% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.9%-51.6pp | 80.1%-52.8pp |
| Annual return | 11.81% | 77.86%-66.0pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,472 | $5,069-71.0% | $4,333-66.0% | $4,299-65.8% |
| Participant deferral / active EE | $2,783 | $6,956-60.0% | $6,158-54.8% | $6,507-57.2% |
| Admin fee / account holder | $1,285 | $17,272-92.6% | $14,255-91.0% | $12,624-89.8% |