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 | $51,988 | $88,672-41.4% | $105,223-50.6% | $82,448-36.9% |
| Participation rate | 38.2% | 67.9%-29.7pp | 75.0%-36.8pp | 68.1%-29.8pp |
| Annual return | 16.78% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,402 | $3,048-54.0% | $3,689-62.0% | $2,551-45.0% |
| Participant deferral / active EE | $3,396 | $4,036-15.9% | $5,072-33.0% | $4,139-18.0% |
| Admin fee / account holder | $2,291 | $7,146-67.9% | $8,859-74.1% | $7,234-68.3% |