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 9-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 | $35,276 | $89,753-60.7% | $107,525-67.2% | $84,808-58.4% |
| Participation rate | 40.8% | 68.1%-27.2pp | 75.1%-34.3pp | 68.3%-27.5pp |
| Annual return | 15.75% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,220 | $3,113-60.8% | $3,754-67.5% | $2,631-53.6% |
| Participant deferral / active EE | $2,893 | $4,056-28.7% | $5,116-43.4% | $4,212-31.3% |
| Admin fee / account holder | $3,285 | $7,222-54.5% | $8,919-63.2% | $7,344-55.3% |