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 | $28,516 | $65,041-56.2% | $90,951-68.6% | $79,858-64.3% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 24.79% | 30.45%-5.7pp | 134.60%-109.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,148 | $1,247-7.9% | $2,122-45.9% | $2,471-53.5% |
| Participant deferral / active EE | $2,033 | $2,512-19.1% | $3,373-39.7% | $3,740-45.6% |
| Admin fee / account holder | $595 | $4,536-86.9% | $5,959-90.0% | $5,306-88.8% |