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 | $53,798 | $87,733-38.7% | $106,548-49.5% | $85,850-37.3% |
| Participation rate | 63.9% | 71.9%-8.0pp | 76.1%-12.2pp | 69.3%-5.4pp |
| Annual return | 15.57% | 21.86%-6.3pp | 26.80%-11.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $553 | $2,073-73.3% | $2,819-80.4% | $2,565-78.4% |
| Participant deferral / active EE | $2,160 | $3,469-37.7% | $4,398-50.9% | $3,952-45.3% |
| Admin fee / account holder | $1,858 | $6,767-72.5% | $7,407-74.9% | $6,260-70.3% |