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 | $58,708 | $176,377-66.7% | $134,143-56.2% | $158,922-63.1% |
| Participation rate | 52.4% | 78.7%-26.3pp | 72.2%-19.8pp | 82.0%-29.6pp |
| Annual return | 17.63% | 63.63%-46.0pp | 36.33%-18.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,200 | $5,040-56.3% | $3,704-40.6% | $4,761-53.8% |
| Participant deferral / active EE | $4,557 | $4,091+11.4% | $3,499+30.2% | $5,982-23.8% |
| Admin fee / account holder | $1,314 | $8,718-84.9% | $6,684-80.3% | $11,246-88.3% |