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 6-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 | $42,499 | $84,556-49.7% | $116,228-63.4% | $74,304-42.8% |
| Participation rate | 26.2% | 66.0%-39.8pp | 74.6%-48.4pp | 60.3%-34.2pp |
| Annual return | 22.16% | 18.35%+3.8pp | 90.06%-67.9pp | 29.43%-7.3pp |
| Employer contribution / active EE | $1,580 | $2,168-27.1% | $2,994-47.2% | $2,241-29.5% |
| Participant deferral / active EE | $3,192 | $3,814-16.3% | $4,953-35.6% | $3,767-15.3% |
| Admin fee / account holder | $5,040 | $3,792+32.9% | $11,989-58.0% | $2,969+69.8% |