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 | $53,278 | $154,117-65.4% | $129,995-59.0% | $139,434-61.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 24.46% | 32.48%-8.0pp | -137.18%+161.6pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,081 | $5,289-41.8% | $4,320-28.7% | $4,751-35.2% |
| Participant deferral / active EE | $4,270 | $6,710-36.4% | $5,820-26.6% | $6,710-36.4% |
| Admin fee / account holder | $630 | $14,007-95.5% | $10,614-94.1% | $11,403-94.5% |