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 | $37,818 | $110,257-65.7% | $96,544-60.8% | $139,434-72.9% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 17.23% | 26.32%-9.1pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $5,602 | $3,620+54.8% | $2,965+89.0% | $4,751+17.9% |
| Participant deferral / active EE | $15,086 | $5,548+171.9% | $4,851+211.0% | $6,710+124.8% |
| Admin fee / account holder | $17,474 | $11,591+50.8% | $8,252+111.7% | $11,403+53.2% |