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 | $46,164 | $64,480-28.4% | $81,382-43.3% | $80,856-42.9% |
| Participation rate | 44.7% | 63.9%-19.1pp | 69.5%-24.7pp | 67.6%-22.9pp |
| Annual return | 14.70% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,354 | $1,978-31.6% | $2,463-45.0% | $2,755-50.9% |
| Participant deferral / active EE | $3,396 | $3,094+9.8% | $3,883-12.6% | $4,296-21.0% |
| Admin fee / account holder | $2,454 | $5,671-56.7% | $5,768-57.5% | $6,918-64.5% |