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 6-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 | $28,004 | $89,652-68.8% | $141,162-80.2% | $65,185-57.0% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.5%-22.5pp | 70.2%-10.2pp |
| Annual return | 64.56% | 32.79%+31.8pp | 71.39%-6.8pp | 29.38%+35.2pp |
| Employer contribution / active EE | $1,319 | $3,065-57.0% | $4,735-72.1% | $2,177-39.4% |
| Participant deferral / active EE | $3,804 | $5,691-33.2% | $6,709-43.3% | $3,514+8.2% |
| Admin fee / account holder | $2,378 | $569+318.2% | $10,261-76.8% | $847+180.7% |