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 | $86,944-55.1% | $107,525-63.7% | $74,304-47.4% |
| Participation rate | 52.2% | 59.6%-7.4pp | 75.1%-22.9pp | 60.3%-8.2pp |
| Annual return | 16.23% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,341 | $2,757-51.3% | $3,754-64.3% | $2,241-40.2% |
| Participant deferral / active EE | $2,357 | $3,554-33.7% | $5,116-53.9% | $3,767-37.4% |
| Admin fee / account holder | $1,898 | $3,727-49.1% | $8,919-78.7% | $2,969-36.1% |