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 | $42,450 | $79,944-46.9% | $98,439-56.9% | $75,163-43.5% |
| Participation rate | 38.9% | 70.4%-31.5pp | 75.2%-36.3pp | 67.2%-28.3pp |
| Annual return | 15.98% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $756 | $2,264-66.6% | $3,048-75.2% | $2,670-71.7% |
| Participant deferral / active EE | $2,050 | $3,752-45.4% | $4,738-56.7% | $4,125-50.3% |
| Admin fee / account holder | $4,738 | $6,840-30.7% | $8,948-47.0% | $5,651-16.2% |