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 | $45,276 | $57,281-21.0% | $86,612-47.7% | $75,163-39.8% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | 17.02% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,500 | $2,314-35.2% | $3,022-50.4% | $2,670-43.8% |
| Participant deferral / active EE | $2,096 | $3,318-36.8% | $4,438-52.8% | $4,125-49.2% |
| Admin fee / account holder | $1,108 | $4,112-73.1% | $5,614-80.3% | $5,651-80.4% |