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 | $18,469 | $91,190-79.7% | $178,490-89.7% | $79,858-76.9% |
| Participation rate | 41.8% | 69.2%-27.4pp | 81.9%-40.2pp | 69.6%-27.9pp |
| Annual return | 30.53% | 24.19%+6.3pp | 151.07%-120.5pp | 31.71%-1.2pp |
| Employer contribution / active EE | $1,092 | $3,256-66.5% | $5,011-78.2% | $2,471-55.8% |
| Participant deferral / active EE | $2,177 | $3,236-32.7% | $5,202-58.2% | $3,740-41.8% |
| Admin fee / account holder | $942 | $6,751-86.0% | $13,984-93.3% | $5,306-82.2% |