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 | $23,377 | $118,427-80.3% | $66,042-64.6% | $142,382-83.6% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 16.73% | 35.57%-18.8pp | 52.11%-35.4pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,247 | $2,570-51.5% | $1,579-21.1% | $4,299-71.0% |
| Participant deferral / active EE | $8,547 | $4,311+98.3% | $2,835+201.4% | $6,507+31.4% |
| Admin fee / account holder | $2,013 | $9,593-79.0% | $5,747-65.0% | $12,624-84.1% |