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 | $45,181 | $76,670-41.1% | $96,683-53.3% | $71,457-36.8% |
| Participation rate | 32.6% | 66.6%-33.9pp | 74.3%-41.7pp | 67.9%-35.3pp |
| Annual return | 20.79% | 48.29%-27.5pp | 35.69%-14.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,298 | $3,031-57.2% | $3,737-65.3% | $2,588-49.8% |
| Participant deferral / active EE | $2,456 | $3,771-34.9% | $4,878-49.7% | $4,289-42.7% |
| Admin fee / account holder | $4,359 | $2,028+114.9% | $6,730-35.2% | $1,587+174.6% |