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 | $27,396 | $49,915-45.1% | $154,803-82.3% | $74,304-63.1% |
| Participation rate | 13.4% | 54.0%-40.5pp | 78.1%-64.6pp | 60.3%-46.9pp |
| Annual return | 14.45% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $948 | $2,255-57.9% | $5,540-82.9% | $3,767-74.8% |
| Admin fee / account holder | $3,637 | $2,189+66.1% | $14,329-74.6% | $2,969+22.5% |