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 | $19,225 | $77,899-75.3% | $149,673-87.2% | $75,163-74.4% |
| Participation rate | 68.9% | 65.6%+3.3pp | 78.8%-9.9pp | 67.2%+1.7pp |
| Annual return | 23.75% | 31.72%-8.0pp | 134.42%-110.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,907 | $3,137-39.2% | $4,818-60.4% | $2,670-28.6% |
| Participant deferral / active EE | $1,683 | $3,411-50.7% | $5,680-70.4% | $4,125-59.2% |
| Admin fee / account holder | $1,483 | $5,956-75.1% | $13,210-88.8% | $5,651-73.8% |