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 | $19,954 | $53,822-62.9% | $75,696-73.6% | $85,850-76.8% |
| Participation rate | 59.7% | 69.1%-9.4pp | 74.8%-15.1pp | 69.3%-9.6pp |
| Annual return | 18.35% | 24.54%-6.2pp | 104.53%-86.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $4,360 | $2,017+116.2% | $2,743+59.0% | $2,565+70.0% |
| Participant deferral / active EE | $3,636 | $2,895+25.6% | $3,821-4.9% | $3,952-8.0% |
| Admin fee / account holder | $2,367 | $3,343-29.2% | $3,619-34.6% | $6,260-62.2% |