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 | $45,695 | $109,881-58.4% | $150,045-69.5% | $84,808-46.1% |
| Participation rate | 61.3% | 76.1%-14.8pp | 82.3%-21.0pp | 68.3%-7.0pp |
| Annual return | 23.62% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,063 | $3,561-70.1% | $4,693-77.3% | $2,631-59.6% |
| Participant deferral / active EE | $3,975 | $6,636-40.1% | $7,997-50.3% | $4,212-5.6% |
| Admin fee / account holder | $368 | $8,568-95.7% | $13,435-97.3% | $7,344-95.0% |