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 | $63,599 | $101,724-37.5% | $164,813-61.4% | $80,856-21.3% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.4pp | 67.6%-21.5pp |
| Annual return | 12.20% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,315 | $2,953-55.5% | $4,341-69.7% | $2,755-52.3% |
| Participant deferral / active EE | $5,418 | $4,477+21.0% | $6,031-10.2% | $4,296+26.1% |
| Admin fee / account holder | $10,364 | $8,227+26.0% | $12,690-18.3% | $6,918+49.8% |