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 | $24,293 | $77,899-68.8% | $149,673-83.8% | $75,163-67.7% |
| Participation rate | 48.8% | 65.6%-16.8pp | 78.8%-30.0pp | 67.2%-18.4pp |
| Annual return | 34.11% | 31.72%+2.4pp | 134.42%-100.3pp | 160.62%-126.5pp |
| Employer contribution / active EE | $1,164 | $3,137-62.9% | $4,818-75.8% | $2,670-56.4% |
| Participant deferral / active EE | $3,416 | $3,411+0.1% | $5,680-39.9% | $4,125-17.2% |
| Admin fee / account holder | $4,627 | $5,956-22.3% | $13,210-65.0% | $5,651-18.1% |