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 | $56,609 | $78,694-28.1% | $67,652-16.3% | $125,391-54.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 0.55% | 9.46%-8.9pp | 6625.04%-6624.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,611 | $3,044-47.1% | $2,266-28.9% | $4,866-66.9% |
| Participant deferral / active EE | $3,786 | $4,292-11.8% | $3,560+6.3% | $5,352-29.3% |
| Admin fee / account holder | $3,290 | $7,403-55.6% | $4,821-31.8% | $9,540-65.5% |