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 | $43,001 | $89,753-52.1% | $107,525-60.0% | $84,808-49.3% |
| Participation rate | 35.4% | 68.1%-32.7pp | 75.1%-39.7pp | 68.3%-32.9pp |
| Annual return | 26.77% | 29.48%-2.7pp | 181.32%-154.5pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,106 | $3,113-64.5% | $3,754-70.5% | $2,631-58.0% |
| Participant deferral / active EE | $2,599 | $4,056-35.9% | $5,116-49.2% | $4,212-38.3% |
| Admin fee / account holder | $380 | $7,222-94.7% | $8,919-95.7% | $7,344-94.8% |