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 | $43,799 | $74,888-41.5% | $71,209-38.5% | $142,382-69.2% |
| Participation rate | 36.8% | 76.2%-39.4pp | 73.8%-36.9pp | 80.1%-43.3pp |
| Annual return | 18.51% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,367 | $2,854-17.1% | $2,721-13.0% | $4,299-44.9% |
| Participant deferral / active EE | $2,028 | $4,454-54.5% | $4,175-51.4% | $6,507-68.8% |
| Admin fee / account holder | $652 | $5,568-88.3% | $5,349-87.8% | $12,624-94.8% |