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 | $38,523 | $70,669-45.5% | $169,368-77.3% | $75,163-48.7% |
| Participation rate | 44.8% | 64.8%-20.0pp | 77.1%-32.3pp | 67.2%-22.4pp |
| Annual return | 19.32% | 36.36%-17.0pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,344 | $2,211-39.2% | $4,013-66.5% | $2,670-49.7% |
| Participant deferral / active EE | $2,250 | $4,311-47.8% | $6,221-63.8% | $4,125-45.5% |
| Admin fee / account holder | $780 | $5,402-85.6% | $9,003-91.3% | $5,651-86.2% |