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 | $37,096 | $52,279-29.0% | $89,391-58.5% | $79,858-53.5% |
| Participation rate | 44.2% | 57.5%-13.4pp | 68.0%-23.8pp | 69.6%-25.5pp |
| Annual return | 13.01% | 22.16%-9.2pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,283 | $1,572-18.4% | $2,586-50.4% | $2,471-48.1% |
| Participant deferral / active EE | $2,182 | $2,740-20.4% | $3,890-43.9% | $3,740-41.7% |
| Admin fee / account holder | $6,266 | $3,356+86.7% | $4,881+28.4% | $5,306+18.1% |