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 | $34,886 | $94,031-62.9% | $115,768-69.9% | $82,448-57.7% |
| Participation rate | 58.1% | 70.4%-12.3pp | 74.4%-16.3pp | 68.1%-9.9pp |
| Annual return | 13.55% | 20.61%-7.1pp | 100.46%-86.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,538 | $2,323-33.8% | $2,940-47.7% | $2,551-39.7% |
| Participant deferral / active EE | $2,594 | $3,972-34.7% | $4,917-47.3% | $4,139-37.3% |
| Admin fee / account holder | $10,458 | $10,249+2.0% | $12,439-15.9% | $7,234+44.6% |