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 | $88,688 | $83,337+6.4% | $67,834+30.7% | $273,961-67.6% |
| Participation rate | 62.5% | 76.4%-13.9pp | 68.8%-6.3pp | 83.0%-20.5pp |
| Annual return | 7.75% | 259.45%-251.7pp | 138.47%-130.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,470 | $3,287-55.3% | $2,403-38.8% | $4,869-69.8% |
| Participant deferral / active EE | $2,824 | $4,088-30.9% | $3,160-10.6% | $5,287-46.6% |
| Admin fee / account holder | $2,364 | $6,752-65.0% | $4,622-48.9% | $10,132-76.7% |