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 | $44,587 | $93,571-52.3% | $135,903-67.2% | $75,163-40.7% |
| Participation rate | 59.0% | 75.2%-16.2pp | 81.9%-22.9pp | 67.2%-8.2pp |
| Annual return | 17.65% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,939 | $3,537-45.2% | $4,856-60.1% | $2,670-27.4% |
| Participant deferral / active EE | $5,374 | $6,404-16.1% | $7,758-30.7% | $4,125+30.3% |
| Admin fee / account holder | $1,026 | $6,975-85.3% | $10,762-90.5% | $5,651-81.8% |