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 7-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 | $35,255 | $66,098-46.7% | $101,794-65.4% | $74,304-52.6% |
| Participation rate | 47.0% | 53.8%-6.7pp | 69.2%-22.2pp | 60.3%-13.3pp |
| Annual return | 28.58% | 19.59%+9.0pp | 30.53%-1.9pp | 29.43%-0.9pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,760 | $2,781-36.7% | $4,084-56.9% | $3,767-53.3% |
| Admin fee / account holder | $1,093 | $4,146-73.6% | $8,777-87.5% | $2,969-63.2% |