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 7-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 | $55,153 | $106,749-48.3% | $145,433-62.1% | $82,448-33.1% |
| Participation rate | 46.9% | 75.6%-28.8pp | 82.1%-35.2pp | 68.1%-21.2pp |
| Annual return | 17.57% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,057 | $3,444-69.3% | $4,554-76.8% | $2,551-58.6% |
| Participant deferral / active EE | $3,197 | $6,519-51.0% | $7,897-59.5% | $4,139-22.8% |
| Admin fee / account holder | $3,000 | $8,390-64.2% | $13,129-77.1% | $7,234-58.5% |