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 | $209,336-65.6% | $197,124-63.5% | $137,256-47.6% |
| Participation rate | 65.0% | 87.3%-22.3pp | 86.7%-21.7pp | 80.0%-15.0pp |
| Annual return | 12.95% | 48.09%-35.1pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,327 | $6,591-64.7% | $6,227-62.6% | $4,156-44.0% |
| Participant deferral / active EE | $3,337 | $9,614-65.3% | $9,135-63.5% | $6,407-47.9% |
| Admin fee / account holder | $5,693 | $17,308-67.1% | $16,298-65.1% | $12,270-53.6% |