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 | $62,165 | $77,899-20.2% | $149,673-58.5% | $75,163-17.3% |
| Participation rate | 54.1% | 65.6%-11.5pp | 78.8%-24.7pp | 67.2%-13.1pp |
| Annual return | 18.89% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $629 | $3,137-80.0% | $4,818-86.9% | $2,670-76.4% |
| Participant deferral / active EE | $4,027 | $3,411+18.0% | $5,680-29.1% | $4,125-2.4% |
| Admin fee / account holder | $9,136 | $5,956+53.4% | $13,210-30.8% | $5,651+61.7% |