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 | $15,284 | $74,888-79.6% | $71,209-78.5% | $142,382-89.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 19.46% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,380 | $2,854-51.6% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $2,430 | $4,454-45.4% | $4,175-41.8% | $6,507-62.7% |
| Admin fee / account holder | $3,104 | $5,568-44.3% | $5,349-42.0% | $12,624-75.4% |