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 | $19,666 | $115,770-83.0% | $101,248-80.6% | $158,922-87.6% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 24.57% | 56.14%-31.6pp | 46.47%-21.9pp | 302.83%-278.3pp |
| Employer contribution / active EE | $8,337 | $4,175+99.7% | $3,660+127.8% | $4,761+75.1% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,105 | $7,245-57.1% | $5,945-47.8% | $11,246-72.4% |