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 6-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 | $29,955 | $48,795-38.6% | $65,493-54.3% | $84,808-64.7% |
| Participation rate | 42.2% | 67.0%-24.8pp | 73.1%-30.9pp | 68.3%-26.1pp |
| Annual return | 22.93% | 20.20%+2.7pp | 982.45%-959.5pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,354 | $1,930-29.8% | $2,574-47.4% | $2,631-48.5% |
| Participant deferral / active EE | $2,686 | $2,928-8.3% | $3,961-32.2% | $4,212-36.2% |
| Admin fee / account holder | $10,452 | $3,877+169.6% | $5,028+107.9% | $7,344+42.3% |