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 | $67,086 | $125,758-46.7% | $169,993-60.5% | $75,163-10.7% |
| Participation rate | 27.5% | 83.6%-56.1pp | 87.0%-59.5pp | 67.2%-39.7pp |
| Annual return | 21.78% | 27.20%-5.4pp | 53.37%-31.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,652 | $4,615-64.2% | $6,785-75.7% | $2,670-38.1% |
| Participant deferral / active EE | $3,181 | $6,837-53.5% | $10,408-69.4% | $4,125-22.9% |
| Admin fee / account holder | $1,003 | $8,173-87.7% | $12,815-92.2% | $5,651-82.3% |