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 | $42,289 | $127,065-66.7% | $113,168-62.6% | $142,382-70.3% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 15.49% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,402 | $3,442-59.3% | $2,975-52.9% | $4,299-67.4% |
| Participant deferral / active EE | $4,127 | $5,716-27.8% | $5,107-19.2% | $6,507-36.6% |
| Admin fee / account holder | $412 | $15,736-97.4% | $12,068-96.6% | $12,624-96.7% |