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 | $65,875 | $78,672-16.3% | $109,143-39.6% | $85,850-23.3% |
| Participation rate | 26.0% | 68.3%-42.3pp | 75.9%-49.9pp | 69.3%-43.3pp |
| Annual return | 22.15% | 25.09%-2.9pp | 25.75%-3.6pp | 318.53%-296.4pp |
| Employer contribution / active EE | $1,479 | $2,735-45.9% | $3,722-60.3% | $2,565-42.3% |
| Participant deferral / active EE | $3,003 | $3,467-13.4% | $4,653-35.5% | $3,952-24.0% |
| Admin fee / account holder | $4,645 | $5,469-15.1% | $6,752-31.2% | $6,260-25.8% |