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 | $62,239 | $210,408-70.4% | $153,485-59.4% | $145,922-57.3% |
| Participation rate | 54.5% | 82.1%-27.6pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 11.77% | 13.37%-1.6pp | 15.65%-3.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,784 | $6,048-70.5% | $5,039-64.6% | $4,660-61.7% |
| Participant deferral / active EE | $5,293 | $7,975-33.6% | $6,757-21.7% | $6,688-20.9% |
| Admin fee / account holder | $521 | $19,419-97.3% | $12,724-95.9% | $13,397-96.1% |