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 | $38,716 | $89,753-56.9% | $107,525-64.0% | $84,808-54.3% |
| Participation rate | 31.8% | 68.1%-36.2pp | 75.1%-43.3pp | 68.3%-36.5pp |
| Annual return | 21.58% | 29.48%-7.9pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,282 | $3,113-58.8% | $3,754-65.8% | $2,631-51.3% |
| Participant deferral / active EE | $2,357 | $4,056-41.9% | $5,116-53.9% | $4,212-44.0% |
| Admin fee / account holder | $403 | $7,222-94.4% | $8,919-95.5% | $7,344-94.5% |