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 | $46,283 | $81,233-43.0% | $155,567-70.2% | $80,874-42.8% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 12.45% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,646 | $3,101-46.9% | $4,674-64.8% | $2,756-40.3% |
| Participant deferral / active EE | $3,088 | $3,452-10.6% | $5,628-45.1% | $4,297-28.1% |
| Admin fee / account holder | $915 | $7,998-88.6% | $15,916-94.3% | $6,935-86.8% |