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 | $63,018 | $177,572-64.5% | $154,803-59.3% | $142,382-55.7% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.1%-14.9pp | 80.1%-17.0pp |
| Annual return | 22.05% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,166 | $4,810-75.8% | $4,305-72.9% | $4,299-72.9% |
| Participant deferral / active EE | $3,503 | $6,272-44.1% | $5,540-36.8% | $6,507-46.2% |
| Admin fee / account holder | $3,968 | $16,786-76.4% | $14,329-72.3% | $12,624-68.6% |