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 | $30,944 | $72,400-57.3% | $67,502-54.2% | $145,922-78.8% |
| Participation rate | 22.7% | 76.9%-54.1pp | 72.9%-50.1pp | 80.3%-57.5pp |
| Annual return | 11.52% | 7182.46%-7170.9pp | 3512.12%-3500.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $487 | $3,069-84.1% | $2,731-82.2% | $4,660-89.5% |
| Participant deferral / active EE | $1,857 | $4,783-61.2% | $4,000-53.6% | $6,688-72.2% |
| Admin fee / account holder | $2,329 | $5,539-58.0% | $3,998-41.7% | $13,397-82.6% |