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 | $38,204 | $58,726-34.9% | $92,233-58.6% | $62,292-38.7% |
| Participation rate | 31.1% | 68.3%-37.3pp | 76.5%-45.4pp | 69.5%-38.5pp |
| Annual return | 13.51% | 43.62%-30.1pp | 176.28%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,092 | $2,392-54.3% | $3,679-70.3% | $2,042-46.5% |
| Participant deferral / active EE | $2,394 | $2,766-13.4% | $3,897-38.6% | $3,169-24.5% |
| Admin fee / account holder | $5,644 | $556+914.3% | $5,194+8.7% | $479+1077.5% |