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 | $21,316 | $77,164-72.4% | $178,014-88.0% | $80,874-73.6% |
| Participation rate | 56.8% | 65.7%-9.0pp | 77.1%-20.3pp | 67.6%-10.9pp |
| Annual return | 14.48% | 18.09%-3.6pp | 294.80%-280.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,335 | $2,288-41.6% | $3,950-66.2% | $2,756-51.6% |
| Participant deferral / active EE | $1,785 | $4,408-59.5% | $6,276-71.6% | $4,297-58.5% |
| Admin fee / account holder | $1,096 | $7,164-84.7% | $10,362-89.4% | $6,935-84.2% |