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 | $33,645 | $74,888-55.1% | $71,209-52.8% | $142,382-76.4% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.1%-18.2pp |
| Annual return | 19.57% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,744 | $2,854-38.9% | $2,721-35.9% | $4,299-59.4% |
| Participant deferral / active EE | $2,874 | $4,454-35.5% | $4,175-31.2% | $6,507-55.8% |
| Admin fee / account holder | $393 | $5,568-92.9% | $5,349-92.6% | $12,624-96.9% |