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 | $51,394 | $102,317-49.8% | $146,958-65.0% | $80,856-36.4% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.2%-59.9pp | 67.6%-45.4pp |
| Annual return | 14.20% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,104 | $3,713-70.3% | $4,933-77.6% | $2,755-59.9% |
| Participant deferral / active EE | $2,746 | $6,644-58.7% | $8,070-66.0% | $4,296-36.1% |
| Admin fee / account holder | $5,013 | $7,941-36.9% | $12,998-61.4% | $6,918-27.5% |