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 | $86,076 | $124,425-30.8% | $112,040-23.2% | $137,256-37.3% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 22.70% | 24.72%-2.0pp | 24.52%-1.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,680 | $3,411-50.8% | $2,954-43.1% | $4,156-59.6% |
| Participant deferral / active EE | $3,795 | $5,718-33.6% | $5,098-25.5% | $6,407-40.8% |
| Admin fee / account holder | $323 | $15,207-97.9% | $12,098-97.3% | $12,270-97.4% |