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 | $37,253 | $66,098-43.6% | $101,794-63.4% | $74,304-49.9% |
| Participation rate | 21.6% | 53.8%-32.1pp | 69.2%-47.5pp | 60.3%-38.7pp |
| Annual return | 15.83% | 19.59%-3.8pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $642 | $1,082-40.7% | $2,289-72.0% | $2,241-71.4% |
| Participant deferral / active EE | $1,240 | $2,781-55.4% | $4,084-69.6% | $3,767-67.1% |
| Admin fee / account holder | $11,560 | $4,146+178.8% | $8,777+31.7% | $2,969+289.4% |