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 | $28,715 | $58,208-50.7% | $81,812-64.9% | $80,856-64.5% |
| Participation rate | 47.1% | 63.4%-16.4pp | 72.3%-25.3pp | 67.6%-20.6pp |
| Annual return | 20.38% | 41.66%-21.3pp | 773.79%-753.4pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,581 | $2,340-32.4% | $2,912-45.7% | $2,755-42.6% |
| Participant deferral / active EE | $3,159 | $3,281-3.7% | $4,319-26.8% | $4,296-26.5% |
| Admin fee / account holder | $1,113 | $4,981-77.7% | $7,386-84.9% | $6,918-83.9% |