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 | $37,566 | $95,416-60.6% | $185,823-79.8% | $85,850-56.2% |
| Participation rate | 43.5% | 68.8%-25.2pp | 81.7%-38.2pp | 69.3%-25.8pp |
| Annual return | 24.86% | 23.59%+1.3pp | 122.05%-97.2pp | 318.53%-293.7pp |
| Employer contribution / active EE | $2,203 | $3,314-33.5% | $5,167-57.4% | $2,565-14.1% |
| Participant deferral / active EE | $4,046 | $3,423+18.2% | $5,568-27.3% | $3,952+2.4% |
| Admin fee / account holder | $7,080 | $7,213-1.8% | $16,237-56.4% | $6,260+13.1% |