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 | $52,105 | $77,899-33.1% | $149,673-65.2% | $75,163-30.7% |
| Participation rate | 40.2% | 65.6%-25.3pp | 78.8%-38.5pp | 67.2%-26.9pp |
| Annual return | 16.32% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,398 | $3,137-55.4% | $4,818-71.0% | $2,670-47.6% |
| Participant deferral / active EE | $2,906 | $3,411-14.8% | $5,680-48.8% | $4,125-29.5% |
| Admin fee / account holder | $817 | $5,956-86.3% | $13,210-93.8% | $5,651-85.5% |