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 9-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 | $33,924 | $71,050-52.3% | $93,606-63.8% | $80,856-58.0% |
| Participation rate | 42.2% | 60.4%-18.2pp | 68.7%-26.5pp | 67.6%-25.5pp |
| Annual return | 12.53% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,522 | $1,564-2.7% | $2,420-37.1% | $2,755-44.8% |
| Participant deferral / active EE | $2,827 | $4,034-29.9% | $4,411-35.9% | $4,296-34.2% |
| Admin fee / account holder | $9,415 | $6,945+35.6% | $8,285+13.6% | $6,918+36.1% |