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 | $63,955 | $111,754-42.8% | $103,333-38.1% | $145,922-56.2% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 10.63% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,712 | $4,212-35.6% | $3,868-29.9% | $4,660-41.8% |
| Participant deferral / active EE | $5,468 | $5,619-2.7% | $5,057+8.1% | $6,688-18.2% |
| Admin fee / account holder | $9,103 | $9,750-6.6% | $8,355+9.0% | $13,397-32.0% |