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 | $28,820 | $88,360-67.4% | $145,433-80.2% | $67,986-57.6% |
| Participation rate | 40.2% | 65.5%-25.3pp | 82.1%-41.9pp | 57.2%-17.0pp |
| Annual return | 19.56% | 63.15%-43.6pp | 66.58%-47.0pp | 31.67%-12.1pp |
| Employer contribution / active EE | $999 | $3,054-67.3% | $4,554-78.1% | $2,019-50.5% |
| Participant deferral / active EE | $1,967 | $5,932-66.8% | $7,897-75.1% | $3,358-41.4% |
| Admin fee / account holder | $1,089 | $3,313-67.1% | $13,129-91.7% | $3,203-66.0% |