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 9-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 | $42,413 | $87,013-51.3% | $106,213-60.1% | $80,856-47.5% |
| Participation rate | 48.6% | 70.4%-21.9pp | 75.3%-26.7pp | 67.6%-19.1pp |
| Annual return | 11.14% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,138 | $2,395-10.7% | $3,171-32.6% | $2,755-22.4% |
| Participant deferral / active EE | $5,168 | $3,986+29.7% | $5,016+3.0% | $4,296+20.3% |
| Admin fee / account holder | $17,691 | $8,431+109.8% | $11,033+60.3% | $6,918+155.7% |