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 | $44,650 | $56,114-20.4% | $96,139-53.6% | $85,850-48.0% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 13.99% | 42.30%-28.3pp | 191.94%-178.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,540 | $1,620-4.9% | $2,797-44.9% | $2,565-40.0% |
| Participant deferral / active EE | $2,850 | $2,859-0.3% | $4,349-34.5% | $3,952-27.9% |
| Admin fee / account holder | $479 | $3,768-87.3% | $5,537-91.3% | $6,260-92.3% |