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 | $63,937 | $80,717-20.8% | $154,803-58.7% | $84,808-24.6% |
| Participation rate | 53.1% | 66.8%-13.7pp | 78.1%-25.0pp | 68.3%-15.2pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,037 | $2,761-62.4% | $4,305-75.9% | $2,631-60.6% |
| Participant deferral / active EE | $4,143 | $3,303+25.4% | $5,540-25.2% | $4,212-1.6% |
| Admin fee / account holder | $4,720 | $6,746-30.0% | $14,329-67.1% | $7,344-35.7% |