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 | $59,406 | $93,571-36.5% | $135,903-56.3% | $75,163-21.0% |
| Participation rate | 46.6% | 75.2%-28.6pp | 81.9%-35.4pp | 67.2%-20.6pp |
| Annual return | 36.48% | 30.90%+5.6pp | 68.23%-31.8pp | 160.62%-124.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,476 | $6,404-14.5% | $7,758-29.4% | $4,125+32.7% |
| Admin fee / account holder | $7,941 | $6,975+13.8% | $10,762-26.2% | $5,651+40.5% |