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 | $54,705-14.3% | $71,209-34.2% | $84,808-44.7% |
| Participation rate | 44.9% | 64.1%-19.2pp | 73.8%-28.9pp | 68.3%-23.4pp |
| Annual return | 25.87% | 35.90%-10.0pp | 282.51%-256.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,451 | $2,158-32.8% | $2,721-46.7% | $2,631-44.9% |
| Participant deferral / active EE | $2,157 | $3,030-28.8% | $4,175-48.3% | $4,212-48.8% |
| Admin fee / account holder | $3,376 | $4,863-30.6% | $5,349-36.9% | $7,344-54.0% |