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 | $38,860 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 62.3% | 74.2%-11.9pp | 81.9%-19.6pp | 69.5%-7.2pp |
| Annual return | 18.84% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,018 | $2,966-65.7% | $4,695-78.3% | $2,342-56.6% |
| Participant deferral / active EE | $2,939 | $5,051-41.8% | $6,247-53.0% | $3,332-11.8% |
| Admin fee / account holder | $2,349 | $5,420-56.7% | $9,243-74.6% | $4,645-49.4% |