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 | $46,822 | $162,781-71.2% | $133,956-65.0% | $158,922-70.5% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 15.00% | 41.94%-26.9pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,695 | $4,975-65.9% | $3,919-56.7% | $4,761-64.4% |
| Participant deferral / active EE | $4,052 | $5,911-31.4% | $5,048-19.7% | $5,982-32.3% |
| Admin fee / account holder | $3,994 | $11,736-66.0% | $8,927-55.3% | $11,246-64.5% |