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 | $18,754 | $39,162-52.1% | $100,671-81.4% | $59,632-68.6% |
| Participation rate | 42.1% | 55.9%-13.8pp | 70.7%-28.6pp | 68.7%-26.6pp |
| Annual return | 27.65% | 21.07%+6.6pp | 20.43%+7.2pp | 2041.28%-2013.6pp |
| Employer contribution / active EE | $706 | $1,151-38.6% | $4,012-82.4% | $2,203-67.9% |
| Participant deferral / active EE | $1,286 | $1,992-35.4% | $3,144-59.1% | $3,192-59.7% |
| Admin fee / account holder | $2,637 | $2,969-11.2% | $4,850-45.6% | $4,297-38.6% |