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 | $21,891 | $77,899-71.9% | $149,673-85.4% | $75,163-70.9% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.3pp | 67.2%-6.8pp |
| Annual return | 19.07% | 31.72%-12.7pp | 134.42%-115.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,008 | $3,137-36.0% | $4,818-58.3% | $2,670-24.8% |
| Participant deferral / active EE | $3,643 | $3,411+6.8% | $5,680-35.9% | $4,125-11.7% |
| Admin fee / account holder | $3,971 | $5,956-33.3% | $13,210-69.9% | $5,651-29.7% |