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 | $64,040 | $106,749-40.0% | $145,433-56.0% | $82,448-22.3% |
| Participation rate | 61.3% | 75.6%-14.4pp | 82.1%-20.8pp | 68.1%-6.8pp |
| Annual return | 19.12% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,159 | $6,519-20.9% | $7,897-34.7% | $4,139+24.6% |
| Admin fee / account holder | $3,747 | $8,390-55.3% | $13,129-71.5% | $7,234-48.2% |