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 | $50,813 | $70,669-28.1% | $169,368-70.0% | $75,163-32.4% |
| Participation rate | 41.7% | 64.8%-23.1pp | 77.1%-35.5pp | 67.2%-25.5pp |
| Annual return | 23.72% | 36.36%-12.6pp | 405.60%-381.9pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,567 | $2,211-29.1% | $4,013-60.9% | $2,670-41.3% |
| Participant deferral / active EE | $2,261 | $4,311-47.5% | $6,221-63.7% | $4,125-45.2% |
| Admin fee / account holder | $1,274 | $5,402-76.4% | $9,003-85.8% | $5,651-77.5% |