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 | $76,243 | $111,754-31.8% | $103,333-26.2% | $145,922-47.8% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 11.47% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,387 | $4,212-43.3% | $3,868-38.3% | $4,660-48.8% |
| Participant deferral / active EE | $4,536 | $5,619-19.3% | $5,057-10.3% | $6,688-32.2% |
| Admin fee / account holder | $721 | $9,750-92.6% | $8,355-91.4% | $13,397-94.6% |