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 | $23,060 | $105,931-78.2% | $81,930-71.9% | $158,922-85.5% |
| Participation rate | 53.3% | 75.6%-22.3pp | 72.0%-18.7pp | 82.0%-28.6pp |
| Annual return | 24.37% | 38.17%-13.8pp | 29.49%-5.1pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,771 | $7,800-77.3% | $4,310-58.9% | $4,761-62.8% |
| Participant deferral / active EE | $5,500 | $13,003-57.7% | $7,107-22.6% | $5,982-8.1% |
| Admin fee / account holder | $1,219 | $8,489-85.6% | $5,158-76.4% | $11,246-89.2% |