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 | $45,150 | $64,839-30.4% | $95,585-52.8% | $84,808-46.8% |
| Participation rate | 32.8% | 63.8%-31.1pp | 72.1%-39.3pp | 68.3%-35.6pp |
| Annual return | 15.38% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,172 | $1,759-33.4% | $2,527-53.6% | $2,631-55.5% |
| Participant deferral / active EE | $2,071 | $2,965-30.2% | $4,023-48.5% | $4,212-50.8% |
| Admin fee / account holder | $4,067 | $5,964-31.8% | $6,127-33.6% | $7,344-44.6% |