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 | $61,673 | $127,065-51.5% | $113,168-45.5% | $142,382-56.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 18.72% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,025 | $3,442-41.2% | $2,975-31.9% | $4,299-52.9% |
| Participant deferral / active EE | $3,514 | $5,716-38.5% | $5,107-31.2% | $6,507-46.0% |
| Admin fee / account holder | $957 | $15,736-93.9% | $12,068-92.1% | $12,624-92.4% |