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 | $64,626 | $94,031-31.3% | $115,768-44.2% | $82,448-21.6% |
| Participation rate | 25.9% | 70.4%-44.5pp | 74.4%-48.5pp | 68.1%-42.1pp |
| Annual return | 18.99% | 20.61%-1.6pp | 100.46%-81.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,571 | $2,323-32.4% | $2,940-46.5% | $2,551-38.4% |
| Participant deferral / active EE | $2,926 | $3,972-26.3% | $4,917-40.5% | $4,139-29.3% |
| Admin fee / account holder | $5,016 | $10,249-51.1% | $12,439-59.7% | $7,234-30.7% |