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 | $32,280 | $56,053-42.4% | $75,972-57.5% | $80,856-60.1% |
| Participation rate | 42.7% | 62.0%-19.3pp | 69.1%-26.3pp | 67.6%-24.9pp |
| Annual return | 16.54% | 20.53%-4.0pp | 359.55%-343.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,796 | $1,874-4.2% | $2,685-33.1% | $2,755-34.8% |
| Participant deferral / active EE | $2,773 | $3,052-9.1% | $4,255-34.8% | $4,296-35.4% |
| Admin fee / account holder | $3,708 | $5,234-29.2% | $6,467-42.7% | $6,918-46.4% |