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 | $47,394 | $73,933-35.9% | $96,683-51.0% | $75,163-36.9% |
| Participation rate | 32.4% | 66.4%-34.1pp | 74.3%-42.0pp | 67.2%-34.8pp |
| Annual return | 17.06% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,789 | $2,928-38.9% | $3,737-52.1% | $2,670-33.0% |
| Participant deferral / active EE | $2,991 | $3,659-18.3% | $4,878-38.7% | $4,125-27.5% |
| Admin fee / account holder | $13,943 | $5,216+167.3% | $6,730+107.2% | $5,651+146.7% |