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 | $40,554 | $109,881-63.1% | $150,045-73.0% | $84,808-52.2% |
| Participation rate | 33.3% | 76.1%-42.8pp | 82.3%-49.0pp | 68.3%-35.0pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,965 | $3,561-44.8% | $4,693-58.1% | $2,631-25.3% |
| Participant deferral / active EE | $4,214 | $6,636-36.5% | $7,997-47.3% | $4,2120% |
| Admin fee / account holder | $11,395 | $8,568+33.0% | $13,435-15.2% | $7,344+55.2% |