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 | $57,701 | $81,460-29.2% | $103,333-44.2% | $80,856-28.6% |
| Participation rate | 47.4% | 66.8%-19.4pp | 74.5%-27.1pp | 67.6%-20.2pp |
| Annual return | 15.21% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,659 | $3,105-46.6% | $3,868-57.1% | $2,755-39.8% |
| Participant deferral / active EE | $2,718 | $3,869-29.7% | $5,057-46.3% | $4,296-36.7% |
| Admin fee / account holder | $699 | $6,566-89.3% | $8,355-91.6% | $6,918-89.9% |