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 | $81,233 | $63,764+27.4% | $81,930-0.9% | $79,858+1.7% |
| Participation rate | 58.1% | 67.5%-9.4pp | 72.0%-13.9pp | 69.6%-11.6pp |
| Annual return | 13.45% | 22.66%-9.2pp | 29.49%-16.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,661 | $1,795-7.5% | $4,310-61.5% | $2,471-32.8% |
| Participant deferral / active EE | $3,035 | $2,780+9.1% | $7,107-57.3% | $3,740-18.9% |
| Admin fee / account holder | $4,306 | $4,426-2.7% | $5,158-16.5% | $5,306-18.9% |