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 | $46,889 | $51,638-9.2% | $68,368-31.4% | $82,448-43.1% |
| Participation rate | 44.9% | 63.6%-18.7pp | 73.8%-28.9pp | 68.1%-23.2pp |
| Annual return | 25.87% | 37.53%-11.7pp | 292.57%-266.7pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,451 | $2,047-29.1% | $2,649-45.2% | $2,551-43.1% |
| Participant deferral / active EE | $2,157 | $2,914-26.0% | $4,123-47.7% | $4,139-47.9% |
| Admin fee / account holder | $3,376 | $4,643-27.3% | $5,150-34.4% | $7,234-53.3% |