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 | $32,137 | $65,041-50.6% | $90,951-64.7% | $79,858-59.8% |
| Participation rate | 44.6% | 61.6%-17.0pp | 69.0%-24.4pp | 69.6%-25.0pp |
| Annual return | 12.84% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $746 | $1,247-40.2% | $2,122-64.8% | $2,471-69.8% |
| Participant deferral / active EE | $1,881 | $2,512-25.1% | $3,373-44.2% | $3,740-49.7% |
| Admin fee / account holder | $14,742 | $4,536+225.0% | $5,959+147.4% | $5,306+177.8% |