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 | $31,947 | $93,571-65.9% | $135,903-76.5% | $75,163-57.5% |
| Participation rate | 33.3% | 75.2%-41.8pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 28.33% | 30.90%-2.6pp | 68.23%-39.9pp | 160.62%-132.3pp |
| Employer contribution / active EE | $1,119 | $3,537-68.4% | $4,856-77.0% | $2,670-58.1% |
| Participant deferral / active EE | $2,677 | $6,404-58.2% | $7,758-65.5% | $4,125-35.1% |
| Admin fee / account holder | $618 | $6,975-91.1% | $10,762-94.3% | $5,651-89.1% |