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 | $40,602 | $99,341-59.1% | $84,750-52.1% | $273,961-85.2% |
| Participation rate | 35.3% | 80.7%-45.4pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 3.86% | 22.93%-19.1pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,060 | $4,214-74.9% | $3,574-70.4% | $4,869-78.2% |
| Participant deferral / active EE | $1,060 | $4,269-75.2% | $3,712-71.4% | $5,287-80.0% |
| Admin fee / account holder | $7,943 | $6,644+19.6% | $5,332+49.0% | $10,132-21.6% |