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 | $44,986 | $74,927-40.0% | $101,794-55.8% | $84,808-47.0% |
| Participation rate | 64.6% | 61.4%+3.2pp | 69.2%-4.6pp | 68.3%-3.7pp |
| Annual return | 13.66% | 18.70%-5.0pp | 30.53%-16.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,062 | $1,522-30.2% | $2,289-53.6% | $2,631-59.6% |
| Participant deferral / active EE | $1,712 | $3,099-44.7% | $4,084-58.1% | $4,212-59.3% |
| Admin fee / account holder | $1,019 | $6,514-84.4% | $8,777-88.4% | $7,344-86.1% |