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 | $43,681 | $93,571-53.3% | $135,903-67.9% | $75,163-41.9% |
| Participation rate | 48.5% | 75.2%-26.7pp | 81.9%-33.4pp | 67.2%-18.7pp |
| Annual return | 16.81% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,572 | $3,537-55.6% | $4,856-67.6% | $2,670-41.1% |
| Participant deferral / active EE | $5,107 | $6,404-20.3% | $7,758-34.2% | $4,125+23.8% |
| Admin fee / account holder | $4,015 | $6,975-42.4% | $10,762-62.7% | $5,651-29.0% |