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 | $30,596 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 37.5% | 75.2%-37.7pp | 81.9%-44.4pp | 67.2%-29.7pp |
| Annual return | 26.33% | 30.90%-4.6pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,401 | $6,404-15.7% | $7,758-30.4% | $4,125+30.9% |
| Admin fee / account holder | $2,592 | $6,975-62.8% | $10,762-75.9% | $5,651-54.1% |