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 | $28,484 | $66,098-56.9% | $101,794-72.0% | $74,304-61.7% |
| Participation rate | 28.8% | 53.8%-24.9pp | 69.2%-40.3pp | 60.3%-31.5pp |
| Annual return | 12.95% | 19.59%-6.6pp | 30.53%-17.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,427 | $2,781-48.7% | $4,084-65.1% | $3,767-62.1% |
| Admin fee / account holder | $5,293 | $4,146+27.7% | $8,777-39.7% | $2,969+78.3% |