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 | $71,931 | $214,378-66.4% | $200,582-64.1% | $142,382-49.5% |
| Participation rate | 65.0% | 87.4%-22.4pp | 86.9%-21.9pp | 80.1%-15.1pp |
| Annual return | 12.95% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,327 | $6,841-66.0% | $6,419-63.7% | $4,299-45.9% |
| Participant deferral / active EE | $3,337 | $9,865-66.2% | $9,331-64.2% | $6,507-48.7% |
| Admin fee / account holder | $5,693 | $17,692-67.8% | $16,305-65.1% | $12,624-54.9% |