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 | $51,624 | $95,416-45.9% | $185,823-72.2% | $85,850-39.9% |
| Participation rate | 68.9% | 68.8%+0.1pp | 81.7%-12.8pp | 69.3%-0.4pp |
| Annual return | 15.18% | 23.59%-8.4pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,541 | $3,314-53.5% | $5,167-70.2% | $2,565-39.9% |
| Participant deferral / active EE | $3,080 | $3,423-10.0% | $5,568-44.7% | $3,952-22.1% |
| Admin fee / account holder | $766 | $7,213-89.4% | $16,237-95.3% | $6,260-87.8% |