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 | $36,876 | $51,576-28.5% | $129,207-71.5% | $80,856-54.4% |
| Participation rate | 33.7% | 57.0%-23.3pp | 69.6%-35.9pp | 67.6%-34.0pp |
| Annual return | 15.18% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $695 | $1,584-56.1% | $4,153-83.3% | $2,755-74.8% |
| Participant deferral / active EE | $1,601 | $2,669-40.0% | $4,168-61.6% | $4,296-62.7% |
| Admin fee / account holder | $836 | $4,305-80.6% | $7,715-89.2% | $6,918-87.9% |