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 | $54,338 | $49,915+8.9% | $154,803-64.9% | $74,304-26.9% |
| Participation rate | 47.2% | 54.0%-6.8pp | 78.1%-30.9pp | 60.3%-13.2pp |
| Annual return | 14.45% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $668 | $1,611-58.6% | $4,305-84.5% | $2,241-70.2% |
| Participant deferral / active EE | $1,702 | $2,255-24.5% | $5,540-69.3% | $3,767-54.8% |
| Admin fee / account holder | $6,157 | $2,189+181.3% | $14,329-57.0% | $2,969+107.4% |