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 8-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 | $45,418 | $108,825-58.3% | $156,181-70.9% | $82,448-44.9% |
| Participation rate | 55.2% | 72.4%-17.2pp | 78.8%-23.7pp | 68.1%-12.9pp |
| Annual return | 14.99% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,533 | $2,870-46.6% | $4,294-64.3% | $2,551-39.9% |
| Participant deferral / active EE | $2,837 | $4,577-38.0% | $6,132-53.7% | $4,139-31.5% |
| Admin fee / account holder | $1,752 | $9,341-81.2% | $14,586-88.0% | $7,234-75.8% |