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 | $72,228 | $109,881-34.3% | $150,045-51.9% | $84,808-14.8% |
| Participation rate | 39.0% | 76.1%-37.1pp | 82.3%-43.4pp | 68.3%-29.4pp |
| Annual return | 35.89% | 28.25%+7.6pp | 62.55%-26.7pp | 40.90%-5.0pp |
| Employer contribution / active EE | $1,431 | $3,561-59.8% | $4,693-69.5% | $2,631-45.6% |
| Participant deferral / active EE | $2,765 | $6,636-58.3% | $7,997-65.4% | $4,212-34.3% |
| Admin fee / account holder | $2,500 | $8,568-70.8% | $13,435-81.4% | $7,344-66.0% |