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 | $67,794 | $86,944-22.0% | $107,525-37.0% | $74,304-8.8% |
| Participation rate | 35.8% | 59.6%-23.7pp | 75.1%-39.2pp | 60.3%-24.5pp |
| Annual return | 20.32% | 23.52%-3.2pp | 181.32%-161.0pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,488 | $2,757-46.0% | $3,754-60.3% | $2,241-33.6% |
| Participant deferral / active EE | $3,525 | $3,554-0.8% | $5,116-31.1% | $3,767-6.4% |
| Admin fee / account holder | $2,897 | $3,727-22.3% | $8,919-67.5% | $2,969-2.4% |