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 | $44,355 | $93,571-52.6% | $135,903-67.4% | $75,163-41.0% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.2pp | 67.2%-21.5pp |
| Annual return | 15.85% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,697 | $3,537-52.0% | $4,856-65.0% | $2,670-36.4% |
| Participant deferral / active EE | $2,679 | $6,404-58.2% | $7,758-65.5% | $4,125-35.1% |
| Admin fee / account holder | $815 | $6,975-88.3% | $10,762-92.4% | $5,651-85.6% |