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 | $35,564 | $76,407-53.5% | $150,298-76.3% | $82,448-56.9% |
| Participation rate | 45.2% | 66.4%-21.2pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 18.15% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $768 | $2,614-70.6% | $4,154-81.5% | $2,551-69.9% |
| Participant deferral / active EE | $2,810 | $3,214-12.6% | $5,453-48.5% | $4,139-32.1% |
| Admin fee / account holder | $10,003 | $6,352+57.5% | $14,116-29.1% | $7,234+38.3% |