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 | $38,123 | $108,825-65.0% | $156,181-75.6% | $82,448-53.8% |
| Participation rate | 52.1% | 72.4%-20.3pp | 78.8%-26.7pp | 68.1%-16.0pp |
| Annual return | 19.32% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,085 | $2,870+7.5% | $4,294-28.1% | $2,551+20.9% |
| Participant deferral / active EE | $4,499 | $4,577-1.7% | $6,132-26.6% | $4,139+8.7% |
| Admin fee / account holder | $3,893 | $9,341-58.3% | $14,586-73.3% | $7,234-46.2% |