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 | $44,153 | $51,315-14.0% | $95,745-53.9% | $71,457-38.2% |
| Participation rate | 29.8% | 63.0%-33.2pp | 72.3%-42.5pp | 67.9%-38.1pp |
| Annual return | 27.61% | 25.26%+2.3pp | 28.35%-0.7pp | 28.85%-1.2pp |
| Employer contribution / active EE | $1,217 | $1,819-33.1% | $2,835-57.1% | $2,588-53.0% |
| Participant deferral / active EE | $2,055 | $3,358-38.8% | $4,245-51.6% | $4,289-52.1% |
| Admin fee / account holder | $488 | $1,137-57.0% | $5,678-91.4% | $1,587-69.2% |