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 | $47,347 | $93,571-49.4% | $135,903-65.2% | $75,163-37.0% |
| Participation rate | 36.2% | 75.2%-39.0pp | 81.9%-45.7pp | 67.2%-31.0pp |
| Annual return | 22.35% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,325 | $3,537-62.5% | $4,856-72.7% | $2,670-50.4% |
| Participant deferral / active EE | $3,497 | $6,404-45.4% | $7,758-54.9% | $4,125-15.2% |
| Admin fee / account holder | $1,340 | $6,975-80.8% | $10,762-87.5% | $5,651-76.3% |