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 | $42,124 | $86,929-51.5% | $102,423-58.9% | $80,856-47.9% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.6%-3.6pp |
| Annual return | 12.09% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,384 | $2,369-41.6% | $3,023-54.2% | $2,755-49.8% |
| Participant deferral / active EE | $2,647 | $4,118-35.7% | $5,053-47.6% | $4,296-38.4% |
| Admin fee / account holder | $395 | $8,049-95.1% | $9,451-95.8% | $6,918-94.3% |