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 | $36,194 | $111,754-67.6% | $103,333-65.0% | $145,922-75.2% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 11.22% | 24.77%-13.5pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,696 | $4,212-59.7% | $3,868-56.2% | $4,660-63.6% |
| Participant deferral / active EE | $2,043 | $5,619-63.6% | $5,057-59.6% | $6,688-69.5% |
| Admin fee / account holder | $2,416 | $9,750-75.2% | $8,355-71.1% | $13,397-82.0% |