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 | $48,619 | $95,453-49.1% | $112,040-56.6% | $82,448-41.0% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,230 | $2,318-46.9% | $2,954-58.3% | $2,551-51.8% |
| Participant deferral / active EE | $2,880 | $4,224-31.8% | $5,098-43.5% | $4,139-30.4% |
| Admin fee / account holder | $2,197 | $9,013-75.6% | $12,098-81.8% | $7,234-69.6% |