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 | $33,389 | $89,753-62.8% | $107,525-68.9% | $84,808-60.6% |
| Participation rate | 46.5% | 68.1%-21.5pp | 75.1%-28.6pp | 68.3%-21.8pp |
| Annual return | 18.53% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,052 | $3,113-34.1% | $3,754-45.3% | $2,631-22.0% |
| Participant deferral / active EE | $5,172 | $4,056+27.5% | $5,116+1.1% | $4,212+22.8% |
| Admin fee / account holder | $2,595 | $7,222-64.1% | $8,919-70.9% | $7,344-64.7% |