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 | $42,427 | $89,753-52.7% | $107,525-60.5% | $84,808-50.0% |
| Participation rate | 35.4% | 68.1%-32.6pp | 75.1%-39.6pp | 68.3%-32.9pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,062 | $3,113-33.8% | $3,754-45.1% | $2,631-21.6% |
| Participant deferral / active EE | $3,551 | $4,056-12.4% | $5,116-30.6% | $4,212-15.7% |
| Admin fee / account holder | $12,918 | $7,222+78.9% | $8,919+44.8% | $7,344+75.9% |