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 7-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 | $36,738 | $85,022-56.8% | $70,515-47.9% | $139,434-73.7% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 11.36% | 30.38%-19.0pp | 32.77%-21.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,835 | $3,909-53.1% | $2,973-38.3% | $4,751-61.4% |
| Participant deferral / active EE | $4,392 | $5,890-25.4% | $4,567-3.8% | $6,710-34.6% |
| Admin fee / account holder | $13,255 | $8,906+48.8% | $6,412+106.7% | $11,403+16.2% |