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 | $66,689 | $76,407-12.7% | $150,298-55.6% | $82,448-19.1% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 20.52% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,357 | $2,614-48.1% | $4,154-67.3% | $2,551-46.8% |
| Participant deferral / active EE | $4,154 | $3,214+29.2% | $5,453-23.8% | $4,139+0.4% |
| Admin fee / account holder | $502 | $6,352-92.1% | $14,116-96.4% | $7,234-93.1% |