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 | $45,491 | $80,717-43.6% | $154,803-70.6% | $84,808-46.4% |
| Participation rate | 44.4% | 66.8%-22.4pp | 78.1%-33.6pp | 68.3%-23.9pp |
| Annual return | 20.21% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $537 | $2,761-80.6% | $4,305-87.5% | $2,631-79.6% |
| Participant deferral / active EE | $2,619 | $3,303-20.7% | $5,540-52.7% | $4,212-37.8% |
| Admin fee / account holder | $400 | $6,746-94.1% | $14,329-97.2% | $7,344-94.6% |