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 | $32,030 | $127,386-74.9% | $115,037-72.2% | $125,391-74.5% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 5.12% | 31.28%-26.2pp | 26.14%-21.0pp | 282.22%-277.1pp |
| Employer contribution / active EE | $2,133 | $5,166-58.7% | $4,608-53.7% | $4,866-56.2% |
| Participant deferral / active EE | $9,655 | $6,423+50.3% | $6,026+60.2% | $5,352+80.4% |
| Admin fee / account holder | $615 | $9,516-93.5% | $8,175-92.5% | $9,540-93.6% |