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 | $23,217 | $46,553-50.1% | $64,056-63.8% | $75,163-69.1% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.0pp |
| Annual return | 21.79% | 26.03%-4.2pp | 33.69%-11.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,531 | $1,974+28.3% | $2,747-7.8% | $2,670-5.2% |
| Participant deferral / active EE | $3,064 | $2,837+8.0% | $3,880-21.0% | $4,125-25.7% |
| Admin fee / account holder | $1,304 | $2,952-55.8% | $3,068-57.5% | $5,651-76.9% |