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 | $70,767 | $117,983-40.0% | $101,794-30.5% | $142,382-50.3% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.2%-38.4pp | 80.1%-49.4pp |
| Annual return | 21.20% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,770 | $2,773-36.2% | $2,289-22.7% | $4,299-58.8% |
| Participant deferral / active EE | $2,596 | $4,714-44.9% | $4,084-36.4% | $6,507-60.1% |
| Admin fee / account holder | $7,011 | $10,433-32.8% | $8,777-20.1% | $12,624-44.5% |