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 | $38,962 | $58,208-33.1% | $81,812-52.4% | $80,856-51.8% |
| Participation rate | 55.6% | 63.4%-7.9pp | 72.3%-16.8pp | 67.6%-12.1pp |
| Annual return | 11.72% | 41.66%-29.9pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,908 | $2,340-18.5% | $2,912-34.5% | $2,755-30.7% |
| Participant deferral / active EE | $2,711 | $3,281-17.4% | $4,319-37.2% | $4,296-36.9% |
| Admin fee / account holder | $2,350 | $4,981-52.8% | $7,386-68.2% | $6,918-66.0% |