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 | $18,984 | $102,616-81.5% | $81,983-76.8% | $158,922-88.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 18.21% | 61.04%-42.8pp | 41.31%-23.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,093 | $3,240-35.4% | $2,498-16.2% | $4,761-56.0% |
| Participant deferral / active EE | $3,352 | $4,648-27.9% | $3,722-9.9% | $5,982-44.0% |
| Admin fee / account holder | $2,585 | $8,235-68.6% | $5,664-54.4% | $11,246-77.0% |