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 | $52,165 | $111,754-53.3% | $103,333-49.5% | $145,922-64.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.22% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,929 | $4,212-54.2% | $3,868-50.1% | $4,660-58.6% |
| Participant deferral / active EE | $3,498 | $5,619-37.7% | $5,057-30.8% | $6,688-47.7% |
| Admin fee / account holder | $1,349 | $9,750-86.2% | $8,355-83.8% | $13,397-89.9% |