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 | $54,199 | $88,672-38.9% | $105,223-48.5% | $82,448-34.3% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 19.29% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,051 | $3,048-65.5% | $3,689-71.5% | $2,551-58.8% |
| Participant deferral / active EE | $3,513 | $4,036-13.0% | $5,072-30.7% | $4,139-15.1% |
| Admin fee / account holder | $1,680 | $7,146-76.5% | $8,859-81.0% | $7,234-76.8% |