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 | $19,927 | $118,849-83.2% | $96,562-79.4% | $167,490-88.1% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.8%-1.6pp | 82.1%-13.9pp |
| Annual return | 22.85% | 50.49%-27.6pp | 37.78%-14.9pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,361 | $3,120-56.4% | $2,356-42.3% | $4,837-71.9% |
| Participant deferral / active EE | $1,998 | $4,616-56.7% | $3,849-48.1% | $6,341-68.5% |
| Admin fee / account holder | $567 | $8,065-93.0% | $6,181-90.8% | $12,309-95.4% |