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 | $40,537 | $73,787-45.1% | $98,716-58.9% | $82,448-50.8% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 19.18% | 18.57%+0.6pp | 31.81%-12.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,021 | $1,511-32.4% | $2,279-55.2% | $2,551-60.0% |
| Participant deferral / active EE | $2,523 | $3,081-18.1% | $4,048-37.7% | $4,139-39.1% |
| Admin fee / account holder | $1,857 | $6,500-71.4% | $8,703-78.7% | $7,234-74.3% |