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 | $106,749-32.3% | $145,433-50.3% | $82,448-12.4% |
| Participation rate | 39.0% | 75.6%-36.7pp | 82.1%-43.2pp | 68.1%-29.1pp |
| Annual return | 35.89% | 27.59%+8.3pp | 66.58%-30.7pp | 41.64%-5.8pp |
| Employer contribution / active EE | $1,431 | $3,444-58.5% | $4,554-68.6% | $2,551-43.9% |
| Participant deferral / active EE | $2,765 | $6,519-57.6% | $7,897-65.0% | $4,139-33.2% |
| Admin fee / account holder | $2,500 | $8,390-70.2% | $13,129-81.0% | $7,234-65.4% |