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 | $31,592 | $58,208-45.7% | $81,812-61.4% | $80,856-60.9% |
| Participation rate | 39.5% | 63.4%-23.9pp | 72.3%-32.9pp | 67.6%-28.2pp |
| Annual return | 20.97% | 41.66%-20.7pp | 773.79%-752.8pp | 35.59%-14.6pp |
| Employer contribution / active EE | $694 | $2,340-70.3% | $2,912-76.2% | $2,755-74.8% |
| Participant deferral / active EE | $1,876 | $3,281-42.8% | $4,319-56.5% | $4,296-56.3% |
| Admin fee / account holder | $609 | $4,981-87.8% | $7,386-91.8% | $6,918-91.2% |