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 8-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 | $60,760 | $89,753-32.3% | $107,525-43.5% | $84,808-28.4% |
| Participation rate | 59.3% | 68.1%-8.8pp | 75.1%-15.8pp | 68.3%-9.1pp |
| Annual return | 18.64% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,608 | $3,113-48.3% | $3,754-57.2% | $2,631-38.9% |
| Participant deferral / active EE | $6,714 | $4,056+65.5% | $5,116+31.2% | $4,212+59.4% |
| Admin fee / account holder | $470 | $7,222-93.5% | $8,919-94.7% | $7,344-93.6% |