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 | $22,379 | $111,535-79.9% | $105,223-78.7% | $137,256-83.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.39% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,172 | $3,939-70.3% | $3,689-68.2% | $4,156-71.8% |
| Participant deferral / active EE | $2,016 | $5,500-63.3% | $5,072-60.2% | $6,407-68.5% |
| Admin fee / account holder | $699 | $9,721-92.8% | $8,859-92.1% | $12,270-94.3% |