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 8-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 | $37,101 | $49,227-24.6% | $70,449-47.3% | $79,858-53.5% |
| Participation rate | 36.1% | 69.2%-33.1pp | 75.1%-38.9pp | 69.6%-33.5pp |
| Annual return | 17.95% | 30.06%-12.1pp | 109.03%-91.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,003 | $2,099-52.2% | $2,737-63.4% | $2,471-59.4% |
| Participant deferral / active EE | $1,754 | $2,768-36.6% | $3,709-52.7% | $3,740-53.1% |
| Admin fee / account holder | $6,887 | $2,878+139.3% | $3,845+79.1% | $5,306+29.8% |