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 | $41,776 | $61,605-32.2% | $112,229-62.8% | $75,163-44.4% |
| Participation rate | 31.3% | 61.7%-30.4pp | 72.4%-41.2pp | 67.2%-35.9pp |
| Annual return | 18.80% | 28.47%-9.7pp | 30.20%-11.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $737 | $2,015-63.4% | $3,430-78.5% | $2,670-72.4% |
| Participant deferral / active EE | $1,931 | $3,108-37.9% | $4,798-59.8% | $4,125-53.2% |
| Admin fee / account holder | $2,920 | $4,862-39.9% | $7,748-62.3% | $5,651-48.3% |