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 | $45,307 | $87,013-47.9% | $106,213-57.3% | $80,856-44.0% |
| Participation rate | 36.2% | 70.4%-34.2pp | 75.3%-39.1pp | 67.6%-31.4pp |
| Annual return | 12.58% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,034 | $2,395-56.8% | $3,171-67.4% | $2,755-62.5% |
| Participant deferral / active EE | $2,389 | $3,986-40.1% | $5,016-52.4% | $4,296-44.4% |
| Admin fee / account holder | $12,588 | $8,431+49.3% | $11,033+14.1% | $6,918+82.0% |