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 | $56,826 | $89,753-36.7% | $107,525-47.2% | $84,808-33.0% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.5pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,035 | $3,113-34.6% | $3,754-45.8% | $2,631-22.6% |
| Participant deferral / active EE | $3,617 | $4,056-10.8% | $5,116-29.3% | $4,212-14.1% |
| Admin fee / account holder | $6,649 | $7,222-7.9% | $8,919-25.5% | $7,344-9.5% |