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 | $39,339 | $51,638-23.8% | $68,368-42.5% | $82,448-52.3% |
| Participation rate | 54.7% | 63.6%-8.9pp | 73.8%-19.0pp | 68.1%-13.4pp |
| Annual return | 18.55% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,049 | $2,047-48.8% | $2,649-60.4% | $2,551-58.9% |
| Participant deferral / active EE | $4,976 | $2,914+70.8% | $4,123+20.7% | $4,139+20.2% |
| Admin fee / account holder | $5,749 | $4,643+23.8% | $5,150+11.6% | $7,234-20.5% |