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 | $24,329 | $59,097-58.8% | $82,389-70.5% | $74,304-67.3% |
| Participation rate | 14.5% | 52.8%-38.3pp | 69.5%-55.1pp | 60.3%-45.9pp |
| Annual return | 38.68% | 22.85%+15.8pp | 28.67%+10.0pp | 29.43%+9.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,129 | $2,775-59.3% | $4,155-72.8% | $3,767-70.0% |
| Admin fee / account holder | $2,839 | $4,489-36.8% | $7,231-60.7% | $2,969-4.4% |