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 | $30,518 | $65,041-53.1% | $90,951-66.4% | $79,858-61.8% |
| Participation rate | 25.5% | 61.6%-36.1pp | 69.0%-43.5pp | 69.6%-44.1pp |
| Annual return | 21.52% | 30.45%-8.9pp | 134.60%-113.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $909 | $1,247-27.1% | $2,122-57.2% | $2,471-63.2% |
| Participant deferral / active EE | $1,647 | $2,512-34.4% | $3,373-51.2% | $3,740-56.0% |
| Admin fee / account holder | $570 | $4,536-87.4% | $5,959-90.4% | $5,306-89.3% |