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 | $33,414 | $85,515-60.9% | $112,040-70.2% | $67,986-50.9% |
| Participation rate | 45.3% | 68.2%-22.9pp | 76.5%-31.2pp | 57.2%-11.9pp |
| Annual return | 17.02% | 29.68%-12.7pp | 24.52%-7.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,064 | $2,191-51.5% | $2,954-64.0% | $2,019-47.3% |
| Participant deferral / active EE | $2,579 | $4,014-35.8% | $5,098-49.4% | $3,358-23.2% |
| Admin fee / account holder | $2,799 | $3,774-25.8% | $12,098-76.9% | $3,203-12.6% |