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 | $56,512 | $86,944-35.0% | $107,525-47.4% | $74,304-23.9% |
| Participation rate | 34.8% | 59.6%-24.8pp | 75.1%-40.3pp | 60.3%-25.6pp |
| Annual return | 24.49% | 23.52%+1.0pp | 181.32%-156.8pp | 29.43%-4.9pp |
| Employer contribution / active EE | $1,610 | $2,757-41.6% | $3,754-57.1% | $2,241-28.2% |
| Participant deferral / active EE | $2,928 | $3,554-17.6% | $5,116-42.8% | $3,767-22.3% |
| Admin fee / account holder | $10,081 | $3,727+170.5% | $8,919+13.0% | $2,969+239.6% |