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 7-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 | $51,160 | $111,754-54.2% | $103,333-50.5% | $145,922-64.9% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 19.27% | 24.77%-5.5pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,639 | $4,212-61.1% | $3,868-57.6% | $4,660-64.8% |
| Participant deferral / active EE | $4,606 | $5,619-18.0% | $5,057-8.9% | $6,688-31.1% |
| Admin fee / account holder | $2,001 | $9,750-79.5% | $8,355-76.1% | $13,397-85.1% |