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 | $50,192 | $109,413-54.1% | $156,263-67.9% | $84,808-40.8% |
| Participation rate | 57.8% | 72.7%-14.9pp | 78.9%-21.1pp | 68.3%-10.5pp |
| Annual return | 19.98% | 20.18%-0.2pp | 59.47%-39.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,799 | $2,907-38.1% | $4,333-58.5% | $2,631-31.6% |
| Participant deferral / active EE | $3,516 | $4,590-23.4% | $6,158-42.9% | $4,212-16.5% |
| Admin fee / account holder | $9,716 | $9,357+3.8% | $14,255-31.8% | $7,344+32.3% |