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 | $23,269 | $57,057-59.2% | $85,009-72.6% | $80,874-71.2% |
| Participation rate | 44.8% | 56.4%-11.5pp | 67.5%-22.7pp | 67.6%-22.8pp |
| Annual return | 13.59% | 21.66%-8.1pp | 66.47%-52.9pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,123 | $1,799-37.6% | $2,728-58.9% | $2,756-59.3% |
| Participant deferral / active EE | $1,907 | $3,112-38.7% | $4,522-57.8% | $4,297-55.6% |
| Admin fee / account holder | $1,805 | $4,986-63.8% | $6,153-70.7% | $6,935-74.0% |