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 | $26,024 | $71,050-63.4% | $93,606-72.2% | $80,856-67.8% |
| Participation rate | 48.1% | 60.4%-12.3pp | 68.7%-20.6pp | 67.6%-19.5pp |
| Annual return | 13.69% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $457 | $1,564-70.7% | $2,420-81.1% | $2,755-83.4% |
| Participant deferral / active EE | $2,636 | $4,034-34.6% | $4,411-40.2% | $4,296-38.6% |
| Admin fee / account holder | $1,212 | $6,945-82.5% | $8,285-85.4% | $6,918-82.5% |