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 6-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 | $54,341 | $118,450-54.1% | $98,439-44.8% | $139,434-61.0% |
| Participation rate | 54.2% | 77.4%-23.3pp | 75.2%-21.0pp | 80.3%-26.2pp |
| Annual return | 21.29% | 18.94%+2.3pp | 21.16%+0.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,591 | $3,609-55.9% | $3,048-47.8% | $4,751-66.5% |
| Participant deferral / active EE | $5,160 | $5,392-4.3% | $4,738+8.9% | $6,710-23.1% |
| Admin fee / account holder | $1,607 | $14,026-88.5% | $8,948-82.0% | $11,403-85.9% |