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 7-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 | $56,127 | $100,923-44.4% | $150,045-62.6% | $74,304-24.5% |
| Participation rate | 58.9% | 70.1%-11.2pp | 82.3%-23.4pp | 60.3%-1.4pp |
| Annual return | 15.87% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,848 | $3,463-46.6% | $4,693-60.6% | $2,241-17.5% |
| Participant deferral / active EE | $3,583 | $6,709-46.6% | $7,997-55.2% | $3,767-4.9% |
| Admin fee / account holder | $27,242 | $2,767+884.6% | $13,435+102.8% | $2,969+817.6% |