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 | $38,520 | $95,803-59.8% | $113,168-66.0% | $84,808-54.6% |
| Participation rate | 65.5% | 72.9%-7.3pp | 76.6%-11.0pp | 68.3%-2.8pp |
| Annual return | 13.76% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,525 | $2,360-35.4% | $2,975-48.7% | $2,631-42.0% |
| Participant deferral / active EE | $2,739 | $4,242-35.4% | $5,107-46.4% | $4,212-35.0% |
| Admin fee / account holder | $1,696 | $8,989-81.1% | $12,068-86.0% | $7,344-76.9% |