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 | $18,485 | $59,839-69.1% | $81,983-77.5% | $79,858-76.9% |
| Participation rate | 39.7% | 61.6%-21.9pp | 69.2%-29.5pp | 69.6%-29.9pp |
| Annual return | 29.44% | 17.56%+11.9pp | 41.31%-11.9pp | 31.71%-2.3pp |
| Employer contribution / active EE | $1,336 | $1,713-22.1% | $2,498-46.5% | $2,471-45.9% |
| Participant deferral / active EE | $2,324 | $2,695-13.8% | $3,722-37.6% | $3,740-37.9% |
| Admin fee / account holder | $1,280 | $4,287-70.2% | $5,664-77.4% | $5,306-75.9% |