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 | $65,246-56.3% | $98,716-71.1% | $67,986-58.1% |
| Participation rate | 28.8% | 51.4%-22.6pp | 69.3%-40.4pp | 57.2%-28.4pp |
| Annual return | 12.95% | 20.58%-7.6pp | 31.81%-18.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,427 | $2,594-45.0% | $4,048-64.7% | $3,358-57.5% |
| Admin fee / account holder | $5,293 | $4,561+16.0% | $8,703-39.2% | $3,203+65.2% |