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 | $39,783 | $22,587+76.1% | $65,255-39.0% | $75,163-47.1% |
| Participation rate | 36.8% | 63.1%-26.3pp | 65.0%-28.2pp | 67.2%-30.4pp |
| Annual return | 16.26% | 71.03%-54.8pp | 47.35%-31.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,422 | $941+51.1% | $1,691-15.9% | $2,670-46.8% |
| Participant deferral / active EE | $3,392 | $1,695+100.1% | $2,831+19.8% | $4,125-17.8% |
| Admin fee / account holder | $8,723 | $1,876+365.1% | $4,112+112.1% | $5,651+54.4% |