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 7-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 | $60,829 | $124,425-51.1% | $112,040-45.7% | $137,256-55.7% |
| Participation rate | 52.6% | 79.3%-26.7pp | 76.5%-23.9pp | 80.0%-27.3pp |
| Annual return | 18.70% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,747 | $5,718+53.0% | $5,098+71.6% | $6,407+36.5% |
| Admin fee / account holder | $334 | $15,207-97.8% | $12,098-97.2% | $12,270-97.3% |