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 | $31,907 | $86,944-63.3% | $107,525-70.3% | $74,304-57.1% |
| Participation rate | 49.4% | 59.6%-10.1pp | 75.1%-25.7pp | 60.3%-10.9pp |
| Annual return | 18.97% | 23.52%-4.5pp | 181.32%-162.3pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,215 | $2,757-55.9% | $3,754-67.6% | $2,241-45.8% |
| Participant deferral / active EE | $2,520 | $3,554-29.1% | $5,116-50.7% | $3,767-33.1% |
| Admin fee / account holder | $3,964 | $3,727+6.4% | $8,919-55.6% | $2,969+33.5% |