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 | $71,679 | $95,803-25.2% | $113,168-36.7% | $84,808-15.5% |
| Participation rate | 53.3% | 72.9%-19.5pp | 76.6%-23.2pp | 68.3%-15.0pp |
| Annual return | 16.11% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,812 | $2,360+61.5% | $2,975+28.1% | $2,631+44.9% |
| Participant deferral / active EE | $3,742 | $4,242-11.8% | $5,107-26.7% | $4,212-11.2% |
| Admin fee / account holder | $1,602 | $8,989-82.2% | $12,068-86.7% | $7,344-78.2% |