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 | $28,759 | $81,460-64.7% | $103,333-72.2% | $80,856-64.4% |
| Participation rate | 29.4% | 66.8%-37.4pp | 74.5%-45.1pp | 67.6%-38.2pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,462 | $3,105-52.9% | $3,868-62.2% | $2,755-46.9% |
| Participant deferral / active EE | $1,799 | $3,869-53.5% | $5,057-64.4% | $4,296-58.1% |
| Admin fee / account holder | $2,211 | $6,566-66.3% | $8,355-73.5% | $6,918-68.0% |