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 | $44,647 | $56,423-20.9% | $77,163-42.1% | $71,457-37.5% |
| Participation rate | 27.8% | 64.3%-36.5pp | 69.6%-41.8pp | 67.9%-40.1pp |
| Annual return | 22.21% | 19.05%+3.2pp | 37.87%-15.7pp | 28.85%-6.6pp |
| Employer contribution / active EE | $796 | $1,866-57.3% | $2,535-68.6% | $2,588-69.2% |
| Participant deferral / active EE | $1,463 | $3,142-53.4% | $3,833-61.8% | $4,289-65.9% |
| Admin fee / account holder | $1,351 | $1,429-5.5% | $5,472-75.3% | $1,587-14.9% |