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 | $39,051 | $83,369-53.2% | $105,223-62.9% | $67,986-42.6% |
| Participation rate | 52.2% | 56.3%-4.1pp | 75.0%-22.9pp | 57.2%-5.0pp |
| Annual return | 16.23% | 24.64%-8.4pp | 180.65%-164.4pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,341 | $2,541-47.2% | $3,689-63.6% | $2,019-33.6% |
| Participant deferral / active EE | $2,357 | $3,295-28.5% | $5,072-53.5% | $3,358-29.8% |
| Admin fee / account holder | $1,898 | $4,073-53.4% | $8,859-78.6% | $3,203-40.7% |