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 | $34,517 | $77,899-55.7% | $149,673-76.9% | $75,163-54.1% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.8%-36.5pp | 67.2%-24.9pp |
| Annual return | 16.06% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,731 | $3,137+50.8% | $4,818-1.8% | $2,670+77.2% |
| Participant deferral / active EE | $1,125 | $3,411-67.0% | $5,680-80.2% | $4,125-72.7% |
| Admin fee / account holder | $1,662 | $5,956-72.1% | $13,210-87.4% | $5,651-70.6% |