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 9-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 | $66,225 | $109,881-39.7% | $150,045-55.9% | $84,808-21.9% |
| Participation rate | 45.3% | 76.1%-30.7pp | 82.3%-37.0pp | 68.3%-23.0pp |
| Annual return | 17.43% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,427 | $3,561-31.8% | $4,693-48.3% | $2,631-7.7% |
| Participant deferral / active EE | $4,831 | $6,636-27.2% | $7,997-39.6% | $4,212+14.7% |
| Admin fee / account holder | $39,210 | $8,568+357.6% | $13,435+191.9% | $7,344+433.9% |