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 9-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 | $38,285 | $86,944-56.0% | $107,525-64.4% | $74,304-48.5% |
| Participation rate | 28.7% | 59.6%-30.8pp | 75.1%-46.4pp | 60.3%-31.6pp |
| Annual return | 25.26% | 23.52%+1.7pp | 181.32%-156.1pp | 29.43%-4.2pp |
| Employer contribution / active EE | $1,231 | $2,757-55.4% | $3,754-67.2% | $2,241-45.1% |
| Participant deferral / active EE | $2,104 | $3,554-40.8% | $5,116-58.9% | $3,767-44.1% |
| Admin fee / account holder | $9,027 | $3,727+142.2% | $8,919+1.2% | $2,969+204.1% |