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 | $31,507 | $86,929-63.8% | $102,423-69.2% | $80,856-61.0% |
| Participation rate | 35.9% | 72.4%-36.5pp | 76.5%-40.6pp | 67.6%-31.7pp |
| Annual return | 12.02% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,745 | $4,118-33.3% | $5,053-45.7% | $4,296-36.1% |
| Admin fee / account holder | $9,464 | $8,049+17.6% | $9,451+0.1% | $6,918+36.8% |