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 | $40,777 | $54,705-25.5% | $71,209-42.7% | $84,808-51.9% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.8%-29.8pp | 68.3%-24.3pp |
| Annual return | 16.57% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $759 | $2,158-64.8% | $2,721-72.1% | $2,631-71.2% |
| Participant deferral / active EE | $1,304 | $3,030-57.0% | $4,175-68.8% | $4,212-69.0% |
| Admin fee / account holder | $2,326 | $4,863-52.2% | $5,349-56.5% | $7,344-68.3% |