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 7-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 | $46,207 | $109,413-57.8% | $156,263-70.4% | $84,808-45.5% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.1pp |
| Annual return | 16.30% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,669 | $2,907-42.6% | $4,333-61.5% | $2,631-36.6% |
| Participant deferral / active EE | $3,689 | $4,590-19.6% | $6,158-40.1% | $4,212-12.4% |
| Admin fee / account holder | $1,178 | $9,357-87.4% | $14,255-91.7% | $7,344-84.0% |