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 | $23,427 | $78,672-70.2% | $109,143-78.5% | $85,850-72.7% |
| Participation rate | 47.1% | 68.3%-21.2pp | 75.9%-28.8pp | 69.3%-22.3pp |
| Annual return | 27.46% | 25.09%+2.4pp | 25.75%+1.7pp | 318.53%-291.1pp |
| Employer contribution / active EE | $1,564 | $2,735-42.8% | $3,722-58.0% | $2,565-39.0% |
| Participant deferral / active EE | $2,801 | $3,467-19.2% | $4,653-39.8% | $3,952-29.1% |
| Admin fee / account holder | $1,210 | $5,469-77.9% | $6,752-82.1% | $6,260-80.7% |