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 | $57,702 | $77,314-25.4% | $177,989-67.6% | $80,856-28.6% |
| Participation rate | 34.6% | 65.7%-31.1pp | 77.1%-42.5pp | 67.6%-33.0pp |
| Annual return | 13.13% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,288 | $2,292-43.8% | $3,949-67.4% | $2,755-53.3% |
| Participant deferral / active EE | $4,372 | $4,411-0.9% | $6,276-30.3% | $4,296+1.8% |
| Admin fee / account holder | $959 | $7,191-86.7% | $10,363-90.7% | $6,918-86.1% |