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 | $36,023 | $76,670-53.0% | $96,683-62.7% | $71,457-49.6% |
| Participation rate | 31.0% | 66.6%-35.6pp | 74.3%-43.3pp | 67.9%-36.9pp |
| Annual return | 17.08% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,048 | $3,031-65.4% | $3,737-72.0% | $2,588-59.5% |
| Participant deferral / active EE | $1,914 | $3,771-49.3% | $4,878-60.8% | $4,289-55.4% |
| Admin fee / account holder | $1,408 | $2,028-30.6% | $6,730-79.1% | $1,587-11.3% |