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 | $50,192 | $108,825-53.9% | $156,181-67.9% | $82,448-39.1% |
| Participation rate | 57.8% | 72.4%-14.6pp | 78.8%-21.0pp | 68.1%-10.3pp |
| Annual return | 19.98% | 20.59%-0.6pp | 64.87%-44.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,799 | $2,870-37.3% | $4,294-58.1% | $2,551-29.5% |
| Participant deferral / active EE | $3,516 | $4,577-23.2% | $6,132-42.7% | $4,139-15.1% |
| Admin fee / account holder | $9,716 | $9,341+4.0% | $14,586-33.4% | $7,234+34.3% |