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 | $47,617 | $108,825-56.2% | $156,181-69.5% | $82,448-42.2% |
| Participation rate | 41.5% | 72.4%-30.9pp | 78.8%-37.3pp | 68.1%-26.6pp |
| Annual return | 15.46% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,317 | $2,870-54.1% | $4,294-69.3% | $2,551-48.4% |
| Participant deferral / active EE | $2,532 | $4,577-44.7% | $6,132-58.7% | $4,139-38.8% |
| Admin fee / account holder | $595 | $9,341-93.6% | $14,586-95.9% | $7,234-91.8% |