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 | $38,406 | $68,547-44.0% | $120,354-68.1% | $80,856-52.5% |
| Participation rate | 69.4% | 61.6%+7.8pp | 71.9%-2.5pp | 67.6%+1.8pp |
| Annual return | 14.79% | 23.60%-8.8pp | 107.15%-92.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,915 | $2,051-6.6% | $3,463-44.7% | $2,755-30.5% |
| Participant deferral / active EE | $2,770 | $3,173-12.7% | $4,991-44.5% | $4,296-35.5% |
| Admin fee / account holder | $4,782 | $5,732-16.6% | $9,423-49.3% | $6,918-30.9% |