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 | $33,172 | $43,133-23.1% | $89,391-62.9% | $73,488-54.9% |
| Participation rate | 47.1% | 55.0%-7.9pp | 68.0%-20.9pp | 70.7%-23.6pp |
| Annual return | 13.72% | 135.66%-121.9pp | 245.62%-231.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,093 | $1,438-24.0% | $2,586-57.7% | $2,270-51.9% |
| Participant deferral / active EE | $2,110 | $2,445-13.7% | $3,890-45.8% | $3,740-43.6% |
| Admin fee / account holder | $2,931 | $444+560.5% | $4,881-40.0% | $513+471.3% |