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 9-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 | $39,368 | $109,413-64.0% | $156,263-74.8% | $84,808-53.6% |
| Participation rate | 56.5% | 72.7%-16.2pp | 78.9%-22.5pp | 68.3%-11.9pp |
| Annual return | 31.67% | 20.18%+11.5pp | 59.47%-27.8pp | 40.90%-9.2pp |
| Employer contribution / active EE | $1,866 | $2,907-35.8% | $4,333-56.9% | $2,631-29.1% |
| Participant deferral / active EE | $4,359 | $4,590-5.0% | $6,158-29.2% | $4,212+3.5% |
| Admin fee / account holder | $4,003 | $9,357-57.2% | $14,255-71.9% | $7,344-45.5% |