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 6-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 | $57,150 | $117,983-51.6% | $101,794-43.9% | $142,382-59.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 15.83% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,494 | $2,773-46.1% | $2,289-34.7% | $4,299-65.2% |
| Participant deferral / active EE | $5,918 | $4,714+25.6% | $4,084+44.9% | $6,507-9.1% |
| Admin fee / account holder | $3,974 | $10,433-61.9% | $8,777-54.7% | $12,624-68.5% |