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 | $37,477 | $72,012-48.0% | $185,823-79.8% | $79,858-53.1% |
| Participation rate | 44.0% | 65.8%-21.8pp | 78.0%-34.0pp | 69.6%-25.6pp |
| Annual return | 12.67% | 23.12%-10.4pp | 35.95%-23.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,953 | $1,965+50.3% | $4,087-27.7% | $2,471+19.5% |
| Participant deferral / active EE | $4,973 | $3,779+31.6% | $5,632-11.7% | $3,740+33.0% |
| Admin fee / account holder | $1,713 | $4,513-62.0% | $9,500-82.0% | $5,306-67.7% |