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 | $40,782 | $80,968-49.6% | $96,544-57.8% | $75,163-45.7% |
| Participation rate | 51.4% | 71.8%-20.3pp | 76.0%-24.5pp | 67.2%-15.8pp |
| Annual return | 16.49% | 27.06%-10.6pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,697 | $2,282+18.2% | $2,965-9.0% | $2,670+1.0% |
| Participant deferral / active EE | $5,397 | $3,928+37.4% | $4,851+11.3% | $4,125+30.8% |
| Admin fee / account holder | $3,870 | $6,724-42.4% | $8,252-53.1% | $5,651-31.5% |