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 6-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 | $48,076 | $91,407-47.4% | $135,903-64.6% | $71,457-32.7% |
| Participation rate | 32.2% | 75.7%-43.4pp | 81.9%-49.7pp | 67.9%-35.7pp |
| Annual return | 31.90% | 29.90%+2.0pp | 68.23%-36.3pp | 28.85%+3.0pp |
| Employer contribution / active EE | $1,719 | $3,703-53.6% | $4,856-64.6% | $2,588-33.6% |
| Participant deferral / active EE | $3,657 | $7,092-48.4% | $7,758-52.9% | $4,289-14.7% |
| Admin fee / account holder | $2,148 | $1,266+69.7% | $10,762-80.0% | $1,587+35.3% |