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 | $33,020 | $86,944-62.0% | $107,525-69.3% | $74,304-55.6% |
| Participation rate | 38.1% | 59.6%-21.5pp | 75.1%-37.0pp | 60.3%-22.3pp |
| Annual return | 19.04% | 23.52%-4.5pp | 181.32%-162.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,575 | $2,757-42.9% | $3,754-58.0% | $2,241-29.7% |
| Participant deferral / active EE | $3,239 | $3,554-8.9% | $5,116-36.7% | $3,767-14.0% |
| Admin fee / account holder | $6,584 | $3,727+76.7% | $8,919-26.2% | $2,969+121.8% |