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 | $32,530 | $163,101-80.1% | $136,749-76.2% | $142,382-77.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 15.54% | 27.54%-12.0pp | 24.33%-8.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,710 | $4,117-58.5% | $3,400-49.7% | $4,299-60.2% |
| Participant deferral / active EE | $2,326 | $5,585-58.4% | $4,692-50.4% | $6,507-64.3% |
| Admin fee / account holder | $3,617 | $14,318-74.7% | $11,386-68.2% | $12,624-71.3% |