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 | $40,848 | $114,381-64.3% | $107,525-62.0% | $142,382-71.3% |
| Participation rate | 18.2% | 78.1%-60.0pp | 75.1%-56.9pp | 80.1%-61.9pp |
| Annual return | 22.73% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,459 | $4,015-63.7% | $3,754-61.1% | $4,299-66.1% |
| Participant deferral / active EE | $4,550 | $5,564-18.2% | $5,116-11.1% | $6,507-30.1% |
| Admin fee / account holder | $2,568 | $9,860-74.0% | $8,919-71.2% | $12,624-79.7% |