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 | $53,039 | $81,460-34.9% | $103,333-48.7% | $80,856-34.4% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 11.18% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,741 | $3,105-43.9% | $3,868-55.0% | $2,755-36.8% |
| Participant deferral / active EE | $5,478 | $3,869+41.6% | $5,057+8.3% | $4,296+27.5% |
| Admin fee / account holder | $3,229 | $6,566-50.8% | $8,355-61.4% | $6,918-53.3% |