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 | $46,023 | $51,175-10.1% | $70,515-34.7% | $75,163-38.8% |
| Participation rate | 45.9% | 60.9%-15.0pp | 68.3%-22.4pp | 67.2%-21.2pp |
| Annual return | 24.00% | 30.02%-6.0pp | 32.77%-8.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $640 | $1,826-65.0% | $2,973-78.5% | $2,670-76.0% |
| Participant deferral / active EE | $1,401 | $2,849-50.8% | $4,567-69.3% | $4,125-66.0% |
| Admin fee / account holder | $1,515 | $4,091-63.0% | $6,412-76.4% | $5,651-73.2% |