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 | $40,537 | $74,927-45.9% | $101,794-60.2% | $84,808-52.2% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.2%-28.0pp | 68.3%-27.1pp |
| Annual return | 19.18% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,021 | $1,522-32.9% | $2,289-55.4% | $2,631-61.2% |
| Participant deferral / active EE | $2,523 | $3,099-18.6% | $4,084-38.2% | $4,212-40.1% |
| Admin fee / account holder | $1,857 | $6,514-71.5% | $8,777-78.8% | $7,344-74.7% |