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 9-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 | $48,543 | $54,762-11.4% | $90,281-46.2% | $72,985-33.5% |
| Participation rate | 36.8% | 65.1%-28.3pp | 73.3%-36.4pp | 69.5%-32.6pp |
| Annual return | 21.91% | 30.63%-8.7pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $539 | $2,092-74.2% | $2,854-81.1% | $2,440-77.9% |
| Participant deferral / active EE | $1,473 | $2,887-49.0% | $3,885-62.1% | $3,607-59.2% |
| Admin fee / account holder | $717 | $3,972-81.9% | $5,351-86.6% | $5,124-86.0% |