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 6-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 | $43,169 | $89,753-51.9% | $107,525-59.9% | $84,808-49.1% |
| Participation rate | 54.5% | 68.1%-13.5pp | 75.1%-20.5pp | 68.3%-13.8pp |
| Annual return | 28.52% | 29.48%-1.0pp | 181.32%-152.8pp | 40.90%-12.4pp |
| Employer contribution / active EE | $2,009 | $3,113-35.5% | $3,754-46.5% | $2,631-23.6% |
| Participant deferral / active EE | $3,978 | $4,056-1.9% | $5,116-22.2% | $4,212-5.5% |
| Admin fee / account holder | $564 | $7,222-92.2% | $8,919-93.7% | $7,344-92.3% |