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 | $17,475 | $94,752-81.6% | $112,887-84.5% | $139,434-87.5% |
| Participation rate | 58.3% | 81.3%-22.9pp | 80.5%-22.2pp | 80.3%-22.0pp |
| Annual return | 25.67% | 40.88%-15.2pp | 34.10%-8.4pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,552 | $4,625-44.8% | $4,563-44.1% | $4,751-46.3% |
| Participant deferral / active EE | $5,158 | $6,512-20.8% | $6,513-20.8% | $6,710-23.1% |
| Admin fee / account holder | $1,165 | $8,527-86.3% | $7,047-83.5% | $11,403-89.8% |