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 | $22,029 | $56,317-60.9% | $71,209-69.1% | $74,304-70.4% |
| Participation rate | 52.2% | 55.1%-2.9pp | 73.8%-21.5pp | 60.3%-8.1pp |
| Annual return | 18.35% | 42.83%-24.5pp | 282.51%-264.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $841 | $2,160-61.1% | $2,721-69.1% | $2,241-62.5% |
| Participant deferral / active EE | $1,856 | $2,788-33.4% | $4,175-55.5% | $3,767-50.7% |
| Admin fee / account holder | $2,685 | $2,290+17.3% | $5,349-49.8% | $2,969-9.6% |