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 | $28,090 | $176,377-84.1% | $134,143-79.1% | $158,922-82.3% |
| Participation rate | 63.2% | 78.7%-15.5pp | 72.2%-9.0pp | 82.0%-18.8pp |
| Annual return | 17.20% | 63.63%-46.4pp | 36.33%-19.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $980 | $5,040-80.6% | $3,704-73.5% | $4,761-79.4% |
| Participant deferral / active EE | $1,535 | $4,091-62.5% | $3,499-56.1% | $5,982-74.3% |
| Admin fee / account holder | $3,980 | $8,718-54.3% | $6,684-40.5% | $11,246-64.6% |