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 | $46,256 | $76,407-39.5% | $150,298-69.2% | $82,448-43.9% |
| Participation rate | 48.1% | 66.4%-18.2pp | 77.8%-29.6pp | 68.1%-19.9pp |
| Annual return | 20.03% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $860 | $2,614-67.1% | $4,154-79.3% | $2,551-66.3% |
| Participant deferral / active EE | $1,264 | $3,214-60.7% | $5,453-76.8% | $4,139-69.5% |
| Admin fee / account holder | $486 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |