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 | $45,926 | $86,929-47.2% | $102,423-55.2% | $80,856-43.2% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.9pp |
| Annual return | 13.79% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,773 | $2,369-25.2% | $3,023-41.4% | $2,755-35.6% |
| Participant deferral / active EE | $3,312 | $4,118-19.6% | $5,053-34.5% | $4,296-22.9% |
| Admin fee / account holder | $350 | $8,049-95.6% | $9,451-96.3% | $6,918-94.9% |