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 | $43,328 | $81,460-46.8% | $103,333-58.1% | $80,856-46.4% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,151 | $3,105-62.9% | $3,868-70.2% | $2,755-58.2% |
| Participant deferral / active EE | $2,980 | $3,869-23.0% | $5,057-41.1% | $4,296-30.6% |
| Admin fee / account holder | $2,599 | $6,566-60.4% | $8,355-68.9% | $6,918-62.4% |