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 | $29,434 | $89,355-67.1% | $141,162-79.1% | $72,985-59.7% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.5%-24.6pp | 69.5%-11.6pp |
| Annual return | 56.45% | 111.85%-55.4pp | 71.39%-14.9pp | 81.00%-24.6pp |
| Employer contribution / active EE | $2,138 | $3,114-31.4% | $4,735-54.9% | $2,440-12.4% |
| Participant deferral / active EE | $3,514 | $5,418-35.1% | $6,709-47.6% | $3,607-2.6% |
| Admin fee / account holder | $772 | $5,958-87.0% | $10,261-92.5% | $5,124-84.9% |