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 | $38,535 | $117,841-67.3% | $102,423-62.4% | $145,922-73.6% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 12.15% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $967 | $3,615-73.3% | $3,023-68.0% | $4,660-79.2% |
| Participant deferral / active EE | $3,155 | $5,731-44.9% | $5,053-37.6% | $6,688-52.8% |
| Admin fee / account holder | $5,665 | $13,326-57.5% | $9,451-40.1% | $13,397-57.7% |