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 7-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 | $81,476 | $109,881-25.9% | $150,045-45.7% | $84,808-3.9% |
| Participation rate | 37.9% | 76.1%-38.2pp | 82.3%-44.4pp | 68.3%-30.4pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,530 | $3,561-57.0% | $4,693-67.4% | $2,631-41.8% |
| Participant deferral / active EE | $5,057 | $6,636-23.8% | $7,997-36.8% | $4,212+20.1% |
| Admin fee / account holder | $2,034 | $8,568-76.3% | $13,435-84.9% | $7,344-72.3% |