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 | $53,869 | $80,724-33.3% | $103,333-47.9% | $74,495-27.7% |
| Participation rate | 37.3% | 65.7%-28.4pp | 74.5%-37.2pp | 67.2%-29.9pp |
| Annual return | 11.55% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,236 | $3,157-60.9% | $3,868-68.1% | $2,623-52.9% |
| Participant deferral / active EE | $2,380 | $3,860-38.3% | $5,057-52.9% | $4,346-45.2% |
| Admin fee / account holder | $10,765 | $2,368+354.6% | $8,355+28.9% | $1,942+454.4% |