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 | $37,469 | $148,534-74.8% | $135,903-72.4% | $139,434-73.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 13.61% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,189 | $5,243-58.3% | $4,856-54.9% | $4,751-53.9% |
| Participant deferral / active EE | $6,422 | $8,100-20.7% | $7,758-17.2% | $6,710-4.3% |
| Admin fee / account holder | $15,302 | $12,400+23.4% | $10,762+42.2% | $11,403+34.2% |