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 | $42,040 | $109,881-61.7% | $150,045-72.0% | $84,808-50.4% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 23.01% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,101 | $3,561-41.0% | $4,693-55.2% | $2,631-20.1% |
| Participant deferral / active EE | $3,488 | $6,636-47.4% | $7,997-56.4% | $4,212-17.2% |
| Admin fee / account holder | $3,974 | $8,568-53.6% | $13,435-70.4% | $7,344-45.9% |