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 | $53,707 | $71,050-24.4% | $93,606-42.6% | $80,856-33.6% |
| Participation rate | 69.9% | 60.4%+9.5pp | 68.7%+1.1pp | 67.6%+2.2pp |
| Annual return | 14.93% | 11.26%+3.7pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,555 | $1,564-0.5% | $2,420-35.7% | $2,755-43.5% |
| Participant deferral / active EE | $3,183 | $4,034-21.1% | $4,411-27.8% | $4,296-25.9% |
| Admin fee / account holder | $5,337 | $6,945-23.2% | $8,285-35.6% | $6,918-22.9% |