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 | $63,333 | $114,381-44.6% | $107,525-41.1% | $142,382-55.5% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 19.72% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,639 | $4,015-59.2% | $3,754-56.3% | $4,299-61.9% |
| Participant deferral / active EE | $2,477 | $5,564-55.5% | $5,116-51.6% | $6,507-61.9% |
| Admin fee / account holder | $2,842 | $9,860-71.2% | $8,919-68.1% | $12,624-77.5% |