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 | $33,437 | $89,698-62.7% | $103,476-67.7% | $80,856-58.6% |
| Participation rate | 40.6% | 76.0%-35.3pp | 80.5%-39.9pp | 67.6%-27.0pp |
| Annual return | 11.78% | 22.78%-11.0pp | 23.90%-12.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,396 | $4,018-65.3% | $4,672-70.1% | $2,755-49.3% |
| Participant deferral / active EE | $2,286 | $5,456-58.1% | $6,623-65.5% | $4,296-46.8% |
| Admin fee / account holder | $1,344 | $6,768-80.1% | $9,413-85.7% | $6,918-80.6% |