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 | $71,097 | $89,753-20.8% | $107,525-33.9% | $84,808-16.2% |
| Participation rate | 32.7% | 68.1%-35.3pp | 75.1%-42.3pp | 68.3%-35.6pp |
| Annual return | 18.05% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,139 | $3,113-63.4% | $3,754-69.6% | $2,631-56.7% |
| Participant deferral / active EE | $2,632 | $4,056-35.1% | $5,116-48.5% | $4,212-37.5% |
| Admin fee / account holder | $4,390 | $7,222-39.2% | $8,919-50.8% | $7,344-40.2% |