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 | $66,054 | $109,881-39.9% | $150,045-56.0% | $84,808-22.1% |
| Participation rate | 38.5% | 76.1%-37.6pp | 82.3%-43.9pp | 68.3%-29.8pp |
| Annual return | 17.99% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,486 | $3,561-58.3% | $4,693-68.3% | $2,631-43.5% |
| Participant deferral / active EE | $2,879 | $6,636-56.6% | $7,997-64.0% | $4,212-31.6% |
| Admin fee / account holder | $11,017 | $8,568+28.6% | $13,435-18.0% | $7,344+50.0% |