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 8-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 | $27,910 | $49,922-44.1% | $80,569-65.4% | $75,163-62.9% |
| Participation rate | 44.6% | 55.3%-10.7pp | 67.0%-22.4pp | 67.2%-22.6pp |
| Annual return | 20.95% | 34.69%-13.7pp | 935.43%-914.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,336 | $1,698-21.3% | $2,723-51.0% | $2,670-50.0% |
| Participant deferral / active EE | $2,602 | $2,990-13.0% | $4,447-41.5% | $4,125-36.9% |
| Admin fee / account holder | $1,400 | $3,577-60.9% | $5,377-74.0% | $5,651-75.2% |