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 | $25,455 | $72,277-64.8% | $101,248-74.9% | $79,858-68.1% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 30.22% | 22.30%+7.9pp | 46.47%-16.3pp | 31.71%-1.5pp |
| Employer contribution / active EE | $1,048 | $2,692-61.1% | $3,660-71.4% | $2,471-57.6% |
| Participant deferral / active EE | $2,198 | $3,282-33.0% | $4,370-49.7% | $3,740-41.2% |
| Admin fee / account holder | $800 | $4,400-81.8% | $5,945-86.5% | $5,306-84.9% |