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 | $51,813 | $127,065-59.2% | $113,168-54.2% | $142,382-63.6% |
| Participation rate | 47.6% | 79.2%-31.6pp | 76.6%-28.9pp | 80.1%-32.5pp |
| Annual return | 18.72% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,429 | $3,442-58.5% | $2,975-52.0% | $4,299-66.8% |
| Participant deferral / active EE | $5,003 | $5,716-12.5% | $5,107-2.0% | $6,507-23.1% |
| Admin fee / account holder | $4,884 | $15,736-69.0% | $12,068-59.5% | $12,624-61.3% |