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 | $38,432 | $70,475-45.5% | $100,516-61.8% | $79,858-51.9% |
| Participation rate | 61.5% | 73.7%-12.1pp | 79.4%-17.9pp | 69.6%-8.1pp |
| Annual return | 17.41% | 21.90%-4.5pp | 30.89%-13.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $616 | $2,165-71.5% | $3,418-82.0% | $2,471-75.1% |
| Participant deferral / active EE | $3,971 | $5,181-23.3% | $6,270-36.7% | $3,740+6.2% |
| Admin fee / account holder | $2,372 | $4,478-47.0% | $8,081-70.7% | $5,306-55.3% |