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 | $36,295 | $87,013-58.3% | $106,213-65.8% | $80,856-55.1% |
| Participation rate | 54.4% | 70.4%-16.0pp | 75.3%-20.9pp | 67.6%-13.2pp |
| Annual return | 14.36% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,016 | $2,395-57.6% | $3,171-68.0% | $2,755-63.1% |
| Participant deferral / active EE | $2,656 | $3,986-33.4% | $5,016-47.0% | $4,296-38.2% |
| Admin fee / account holder | $3,946 | $8,431-53.2% | $11,033-64.2% | $6,918-43.0% |