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 | $84,674 | $117,381-27.9% | $99,443-14.9% | $152,861-44.6% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.4%-19.9pp |
| Annual return | 17.53% | 31.87%-14.3pp | 30.72%-13.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,970 | $3,013-34.6% | $2,540-22.4% | $4,762-58.6% |
| Participant deferral / active EE | $4,989 | $4,086+22.1% | $3,619+37.9% | $5,850-14.7% |
| Admin fee / account holder | $1,197 | $7,631-84.3% | $6,250-80.9% | $11,596-89.7% |