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 | $72,666 | $117,983-38.4% | $101,794-28.6% | $142,382-49.0% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 20.81% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,072 | $2,773-61.3% | $2,289-53.2% | $4,299-75.1% |
| Participant deferral / active EE | $2,046 | $4,714-56.6% | $4,084-49.9% | $6,507-68.6% |
| Admin fee / account holder | $817 | $10,433-92.2% | $8,777-90.7% | $12,624-93.5% |