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 | $49,949 | $85,022-41.3% | $70,515-29.2% | $139,434-64.2% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 36.16% | 30.38%+5.8pp | 32.77%+3.4pp | 372.94%-336.8pp |
| Employer contribution / active EE | $1,514 | $3,909-61.3% | $2,973-49.1% | $4,751-68.1% |
| Participant deferral / active EE | $4,914 | $5,890-16.6% | $4,567+7.6% | $6,710-26.8% |
| Admin fee / account holder | $919 | $8,906-89.7% | $6,412-85.7% | $11,403-91.9% |