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 | $81,248-43.0% | $155,509-70.2% | $80,856-42.8% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 12.45% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,646 | $3,100-46.9% | $4,672-64.8% | $2,755-40.3% |
| Participant deferral / active EE | $3,088 | $3,452-10.5% | $5,626-45.1% | $4,296-28.1% |
| Admin fee / account holder | $915 | $7,997-88.6% | $15,912-94.2% | $6,918-86.8% |