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 | $27,579 | $47,479-41.9% | $62,929-56.2% | $82,448-66.5% |
| Participation rate | 44.0% | 66.9%-22.9pp | 73.1%-29.1pp | 68.1%-24.1pp |
| Annual return | 16.22% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $605 | $1,885-67.9% | $2,505-75.9% | $2,551-76.3% |
| Participant deferral / active EE | $2,174 | $2,870-24.3% | $3,888-44.1% | $4,139-47.5% |
| Admin fee / account holder | $2,028 | $3,804-46.7% | $5,065-60.0% | $7,234-72.0% |