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 | $40,025 | $81,248-50.7% | $155,509-74.3% | $80,856-50.5% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 11.13% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,722 | $3,100-44.5% | $4,672-63.2% | $2,755-37.5% |
| Participant deferral / active EE | $3,970 | $3,452+15.0% | $5,626-29.4% | $4,296-7.6% |
| Admin fee / account holder | $5,399 | $7,997-32.5% | $15,912-66.1% | $6,918-22.0% |