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 8-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 | $35,637 | $87,013-59.0% | $106,213-66.4% | $80,856-55.9% |
| Participation rate | 48.1% | 70.4%-22.4pp | 75.3%-27.2pp | 67.6%-19.6pp |
| Annual return | 35.96% | 17.05%+18.9pp | 116.14%-80.2pp | 35.59%+0.4pp |
| Employer contribution / active EE | $991 | $2,395-58.6% | $3,171-68.7% | $2,755-64.0% |
| Participant deferral / active EE | $2,441 | $3,986-38.8% | $5,016-51.3% | $4,296-43.2% |
| Admin fee / account holder | $6,806 | $8,431-19.3% | $11,033-38.3% | $6,918-1.6% |