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 | $29,407 | $65,390-55.0% | $169,368-82.6% | $71,457-58.8% |
| Participation rate | 29.5% | 67.0%-37.4pp | 77.1%-47.6pp | 67.9%-38.4pp |
| Annual return | 18.60% | 21.31%-2.7pp | 405.60%-387.0pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,018 | $2,079-51.0% | $4,013-74.6% | $2,588-60.7% |
| Participant deferral / active EE | $1,863 | $4,367-57.3% | $6,221-70.1% | $4,289-56.6% |
| Admin fee / account holder | $1,547 | $1,324+16.9% | $9,003-82.8% | $1,587-2.5% |