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 | $55,145 | $70,428-21.7% | $96,562-42.9% | $85,850-35.8% |
| Participation rate | 36.8% | 61.8%-25.0pp | 69.8%-33.0pp | 69.3%-32.5pp |
| Annual return | 12.37% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,319 | $1,413+64.2% | $2,356-1.6% | $2,565-9.6% |
| Participant deferral / active EE | $1,290 | $2,894-55.4% | $3,849-66.5% | $3,952-67.4% |
| Admin fee / account holder | $357 | $4,997-92.9% | $6,181-94.2% | $6,260-94.3% |