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 | $29,313 | $80,724-63.7% | $103,333-71.6% | $74,495-60.7% |
| Participation rate | 33.0% | 65.7%-32.7pp | 74.5%-41.5pp | 67.2%-34.2pp |
| Annual return | 18.45% | 27.56%-9.1pp | 24.88%-6.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $936 | $3,157-70.4% | $3,868-75.8% | $2,623-64.3% |
| Participant deferral / active EE | $1,716 | $3,860-55.5% | $5,057-66.1% | $4,346-60.5% |
| Admin fee / account holder | $2,734 | $2,368+15.4% | $8,355-67.3% | $1,942+40.8% |