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 | $57,940 | $80,968-28.4% | $96,544-40.0% | $75,163-22.9% |
| Participation rate | 25.7% | 71.8%-46.1pp | 76.0%-50.2pp | 67.2%-41.5pp |
| Annual return | 19.41% | 27.06%-7.7pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,790 | $2,282+66.1% | $2,965+27.8% | $2,670+42.0% |
| Participant deferral / active EE | $7,780 | $3,928+98.1% | $4,851+60.4% | $4,125+88.6% |
| Admin fee / account holder | $1,114 | $6,724-83.4% | $8,252-86.5% | $5,651-80.3% |