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 | $27,318 | $112,096-75.6% | $95,952-71.5% | $158,922-82.8% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 18.46% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,297 | $3,198-59.4% | $2,541-48.9% | $4,761-72.8% |
| Participant deferral / active EE | $2,775 | $4,784-42.0% | $4,167-33.4% | $5,982-53.6% |
| Admin fee / account holder | $2,483 | $10,130-75.5% | $6,795-63.5% | $11,246-77.9% |