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 9-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 | $32,256 | $80,717-60.0% | $154,803-79.2% | $84,808-62.0% |
| Participation rate | 55.6% | 66.8%-11.3pp | 78.1%-22.5pp | 68.3%-12.8pp |
| Annual return | 16.53% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,546 | $2,761-44.0% | $4,305-64.1% | $2,631-41.3% |
| Participant deferral / active EE | $2,280 | $3,303-31.0% | $5,540-58.8% | $4,212-45.9% |
| Admin fee / account holder | $2,910 | $6,746-56.9% | $14,329-79.7% | $7,344-60.4% |