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 | $49,453 | $58,208-15.0% | $81,812-39.6% | $80,856-38.8% |
| Participation rate | 59.8% | 63.4%-3.6pp | 72.3%-12.6pp | 67.6%-7.9pp |
| Annual return | 11.54% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,884 | $2,340-19.5% | $2,912-35.3% | $2,755-31.6% |
| Participant deferral / active EE | $2,617 | $3,281-20.2% | $4,319-39.4% | $4,296-39.1% |
| Admin fee / account holder | $4,495 | $4,981-9.8% | $7,386-39.1% | $6,918-35.0% |