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 | $64,205 | $37,426+71.5% | $77,482-17.1% | $79,858-19.6% |
| Participation rate | 10.7% | 41.5%-30.8pp | 54.2%-43.5pp | 69.6%-58.9pp |
| Annual return | 16.26% | 39.70%-23.4pp | 54.79%-38.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $194 | $637-69.5% | $986-80.3% | $2,471-92.1% |
| Participant deferral / active EE | $884 | $1,260-29.9% | $1,861-52.5% | $3,740-76.4% |
| Admin fee / account holder | $6,525 | $2,504+160.6% | $2,858+128.3% | $5,306+23.0% |