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 | $42,333 | $108,825-61.1% | $156,181-72.9% | $82,448-48.7% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 14.01% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $8,437 | $2,870+194.0% | $4,294+96.5% | $2,551+230.7% |
| Participant deferral / active EE | $8,437 | $4,577+84.3% | $6,132+37.6% | $4,139+103.8% |
| Admin fee / account holder | $25,336 | $9,341+171.2% | $14,586+73.7% | $7,234+250.2% |