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 | $89,734 | $80,717+11.2% | $154,803-42.0% | $84,808+5.8% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.4pp | 68.3%-21.6pp |
| Annual return | 17.57% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,651 | $2,761-40.2% | $4,305-61.7% | $2,631-37.2% |
| Participant deferral / active EE | $3,426 | $3,303+3.7% | $5,540-38.2% | $4,212-18.7% |
| Admin fee / account holder | $1,069 | $6,746-84.2% | $14,329-92.5% | $7,344-85.4% |