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 | $27,596 | $80,717-65.8% | $154,803-82.2% | $84,808-67.5% |
| Participation rate | 34.1% | 66.8%-32.7pp | 78.1%-43.9pp | 68.3%-34.2pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,055 | $2,761-61.8% | $4,305-75.5% | $2,631-59.9% |
| Participant deferral / active EE | $1,538 | $3,303-53.5% | $5,540-72.2% | $4,212-63.5% |
| Admin fee / account holder | $1,288 | $6,746-80.9% | $14,329-91.0% | $7,344-82.5% |