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 | $27,939 | $51,638-45.9% | $68,368-59.1% | $82,448-66.1% |
| Participation rate | 29.2% | 63.6%-34.4pp | 73.8%-44.6pp | 68.1%-38.9pp |
| Annual return | 15.65% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $732 | $2,047-64.2% | $2,649-72.4% | $2,551-71.3% |
| Participant deferral / active EE | $1,275 | $2,914-56.2% | $4,123-69.1% | $4,139-69.2% |
| Admin fee / account holder | $4,861 | $4,643+4.7% | $5,150-5.6% | $7,234-32.8% |