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 | $47,404 | $25,014+89.5% | $69,647-31.9% | $80,856-41.4% |
| Participation rate | 46.9% | 64.2%-17.3pp | 66.5%-19.5pp | 67.6%-20.7pp |
| Annual return | 14.89% | 19.07%-4.2pp | 100.48%-85.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,572 | $993+58.3% | $1,712-8.2% | $2,755-42.9% |
| Participant deferral / active EE | $3,738 | $1,839+103.3% | $2,886+29.5% | $4,296-13.0% |
| Admin fee / account holder | $3,766 | $2,488+51.4% | $4,713-20.1% | $6,918-45.6% |