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 | $50,660 | $102,317-50.5% | $146,958-65.5% | $80,856-37.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 21.08% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,155 | $3,713-68.9% | $4,933-76.6% | $2,755-58.1% |
| Participant deferral / active EE | $7,771 | $6,644+17.0% | $8,070-3.7% | $4,296+80.9% |
| Admin fee / account holder | $2,068 | $7,941-74.0% | $12,998-84.1% | $6,918-70.1% |