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 | $28,690 | $80,968-64.6% | $96,544-70.3% | $75,163-61.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 19.14% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,882 | $2,282-17.5% | $2,965-36.5% | $2,670-29.5% |
| Participant deferral / active EE | $1,931 | $3,928-50.9% | $4,851-60.2% | $4,125-53.2% |
| Admin fee / account holder | $1,100 | $6,724-83.6% | $8,252-86.7% | $5,651-80.5% |