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 | $60,919 | $88,672-31.3% | $105,223-42.1% | $82,448-26.1% |
| Participation rate | 35.2% | 67.9%-32.7pp | 75.0%-39.8pp | 68.1%-32.8pp |
| Annual return | 20.73% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,357 | $3,048-55.5% | $3,689-63.2% | $2,551-46.8% |
| Participant deferral / active EE | $3,327 | $4,036-17.6% | $5,072-34.4% | $4,139-19.6% |
| Admin fee / account holder | $497 | $7,146-93.1% | $8,859-94.4% | $7,234-93.1% |