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 | $46,760 | $51,638-9.4% | $68,368-31.6% | $82,448-43.3% |
| Participation rate | 52.3% | 63.6%-11.3pp | 73.8%-21.5pp | 68.1%-15.8pp |
| Annual return | 14.85% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,206 | $2,047-41.1% | $2,649-54.5% | $2,551-52.7% |
| Participant deferral / active EE | $2,479 | $2,914-14.9% | $4,123-39.9% | $4,139-40.1% |
| Admin fee / account holder | $1,031 | $4,643-77.8% | $5,150-80.0% | $7,234-85.8% |