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 | $37,243 | $91,552-59.3% | $133,956-72.2% | $79,858-53.4% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.1pp |
| Annual return | 11.07% | 61.85%-50.8pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,755 | $2,384-26.4% | $3,919-55.2% | $2,471-29.0% |
| Participant deferral / active EE | $4,320 | $3,733+15.7% | $5,048-14.4% | $3,740+15.5% |
| Admin fee / account holder | $3,275 | $6,321-48.2% | $8,927-63.3% | $5,306-38.3% |