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 | $37,250 | $56,053-33.5% | $75,972-51.0% | $80,856-53.9% |
| Participation rate | 40.2% | 62.0%-21.8pp | 69.1%-28.8pp | 67.6%-27.4pp |
| Annual return | 13.90% | 20.53%-6.6pp | 359.55%-345.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,118 | $1,874-40.4% | $2,685-58.4% | $2,755-59.4% |
| Participant deferral / active EE | $2,108 | $3,052-30.9% | $4,255-50.5% | $4,296-50.9% |
| Admin fee / account holder | $4,063 | $5,234-22.4% | $6,467-37.2% | $6,918-41.3% |