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 | $64,415 | $101,724-36.7% | $164,813-60.9% | $80,856-20.3% |
| Participation rate | 21.3% | 71.8%-50.6pp | 78.6%-57.3pp | 67.6%-46.4pp |
| Annual return | 12.80% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,290 | $2,953-56.3% | $4,341-70.3% | $2,755-53.2% |
| Participant deferral / active EE | $2,006 | $4,477-55.2% | $6,031-66.7% | $4,296-53.3% |
| Admin fee / account holder | $584 | $8,227-92.9% | $12,690-95.4% | $6,918-91.6% |