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 | $31,125 | $88,581-64.9% | $145,661-78.6% | $74,304-58.1% |
| Participation rate | 25.9% | 64.9%-39.0pp | 77.2%-51.3pp | 60.3%-34.4pp |
| Annual return | 15.42% | 34.30%-18.9pp | 101.46%-86.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $4,238-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,619 | $4,151-61.0% | $7,198-77.5% | $3,767-57.0% |
| Admin fee / account holder | $7,229 | $2,953+144.8% | $12,466-42.0% | $2,969+143.5% |