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 | $29,480 | $54,705-46.1% | $71,209-58.6% | $84,808-65.2% |
| Participation rate | 32.7% | 64.1%-31.4pp | 73.8%-41.1pp | 68.3%-35.6pp |
| Annual return | 20.56% | 35.90%-15.3pp | 282.51%-261.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,167 | $2,158-45.9% | $2,721-57.1% | $2,631-55.6% |
| Participant deferral / active EE | $1,720 | $3,030-43.3% | $4,175-58.8% | $4,212-59.2% |
| Admin fee / account holder | $563 | $4,863-88.4% | $5,349-89.5% | $7,344-92.3% |