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 | $50,006 | $77,164-35.2% | $178,014-71.9% | $80,874-38.2% |
| Participation rate | 29.2% | 65.7%-36.5pp | 77.1%-47.9pp | 67.6%-38.5pp |
| Annual return | 13.20% | 18.09%-4.9pp | 294.80%-281.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,213 | $2,288-47.0% | $3,950-69.3% | $2,756-56.0% |
| Participant deferral / active EE | $1,842 | $4,408-58.2% | $6,276-70.7% | $4,297-57.1% |
| Admin fee / account holder | $17,372 | $7,164+142.5% | $10,362+67.7% | $6,935+150.5% |