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 | $75,539 | $81,460-7.3% | $103,333-26.9% | $80,856-6.6% |
| Participation rate | 35.8% | 66.8%-31.0pp | 74.5%-38.7pp | 67.6%-31.8pp |
| Annual return | 17.49% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,382 | $3,105-55.5% | $3,868-64.3% | $2,755-49.8% |
| Participant deferral / active EE | $2,428 | $3,869-37.3% | $5,057-52.0% | $4,296-43.5% |
| Admin fee / account holder | $3,379 | $6,566-48.5% | $8,355-59.6% | $6,918-51.2% |