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 | $38,196 | $93,571-59.2% | $135,903-71.9% | $75,163-49.2% |
| Participation rate | 54.8% | 75.2%-20.3pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 29.06% | 30.90%-1.8pp | 68.23%-39.2pp | 160.62%-131.6pp |
| Employer contribution / active EE | $1,622 | $3,537-54.1% | $4,856-66.6% | $2,670-39.2% |
| Participant deferral / active EE | $5,785 | $6,404-9.7% | $7,758-25.4% | $4,125+40.2% |
| Admin fee / account holder | $413 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |