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 | $31,467 | $91,190-65.5% | $178,490-82.4% | $79,858-60.6% |
| Participation rate | 56.6% | 69.2%-12.6pp | 81.9%-25.3pp | 69.6%-13.1pp |
| Annual return | 20.66% | 24.19%-3.5pp | 151.07%-130.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,535 | $3,256-52.9% | $5,011-69.4% | $2,471-37.9% |
| Participant deferral / active EE | $2,880 | $3,236-11.0% | $5,202-44.6% | $3,740-23.0% |
| Admin fee / account holder | $2,530 | $6,751-62.5% | $13,984-81.9% | $5,306-52.3% |