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 | $27,293 | $77,660-64.9% | $109,143-75.0% | $79,386-65.6% |
| Participation rate | 33.7% | 67.8%-34.1pp | 75.9%-42.2pp | 70.7%-37.0pp |
| Annual return | 14.96% | 23.44%-8.5pp | 25.75%-10.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $984 | $2,797-64.8% | $3,722-73.6% | $2,427-59.5% |
| Participant deferral / active EE | $2,097 | $3,518-40.4% | $4,653-54.9% | $4,046-48.2% |
| Admin fee / account holder | $1,885 | $732+157.4% | $6,752-72.1% | $626+200.8% |