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 | $24,678 | $74,927-67.1% | $101,794-75.8% | $84,808-70.9% |
| Participation rate | 19.4% | 61.4%-42.0pp | 69.2%-49.7pp | 68.3%-48.9pp |
| Annual return | 21.22% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $516 | $1,522-66.1% | $2,289-77.5% | $2,631-80.4% |
| Participant deferral / active EE | $2,421 | $3,099-21.9% | $4,084-40.7% | $4,212-42.5% |
| Admin fee / account holder | $7,846 | $6,514+20.4% | $8,777-10.6% | $7,344+6.8% |