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 | $59,319 | $73,933-19.8% | $96,683-38.6% | $75,163-21.1% |
| Participation rate | 43.8% | 66.4%-22.7pp | 74.3%-30.6pp | 67.2%-23.4pp |
| Annual return | 14.90% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,176 | $2,928-59.8% | $3,737-68.5% | $2,670-55.9% |
| Participant deferral / active EE | $1,739 | $3,659-52.5% | $4,878-64.3% | $4,125-57.8% |
| Admin fee / account holder | $13,775 | $5,216+164.1% | $6,730+104.7% | $5,651+143.8% |