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 | $32,774 | $48,364-32.2% | $71,796-54.4% | $62,891-47.9% |
| Participation rate | 52.8% | 60.6%-7.8pp | 69.1%-16.3pp | 69.3%-16.5pp |
| Annual return | 42.66% | 13.16%+29.5pp | 78.04%-35.4pp | 20.14%+22.5pp |
| Employer contribution / active EE | $660 | $1,042-36.7% | $1,924-65.7% | $2,281-71.1% |
| Participant deferral / active EE | $2,173 | $2,091+3.9% | $2,794-22.3% | $3,203-32.2% |
| Admin fee / account holder | $874 | $3,771-76.8% | $4,815-81.8% | $4,296-79.7% |