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 | $25,680 | $76,670-66.5% | $96,683-73.4% | $71,457-64.1% |
| Participation rate | 37.6% | 66.6%-28.9pp | 74.3%-36.7pp | 67.9%-30.3pp |
| Annual return | 44.77% | 48.29%-3.5pp | 35.69%+9.1pp | 28.85%+15.9pp |
| Employer contribution / active EE | $1,055 | $3,031-65.2% | $3,737-71.8% | $2,588-59.2% |
| Participant deferral / active EE | $2,045 | $3,771-45.8% | $4,878-58.1% | $4,289-52.3% |
| Admin fee / account holder | $1,005 | $2,028-50.5% | $6,730-85.1% | $1,587-36.7% |