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 | $37,038 | $74,888-50.5% | $71,209-48.0% | $142,382-74.0% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.1%-32.5pp |
| Annual return | 17.21% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,202 | $2,854-57.9% | $2,721-55.8% | $4,299-72.0% |
| Participant deferral / active EE | $3,078 | $4,454-30.9% | $4,175-26.3% | $6,507-52.7% |
| Admin fee / account holder | $665 | $5,568-88.1% | $5,349-87.6% | $12,624-94.7% |