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 | $34,755 | $76,407-54.5% | $150,298-76.9% | $82,448-57.8% |
| Participation rate | 68.8% | 66.4%+2.4pp | 77.8%-9.0pp | 68.1%+0.7pp |
| Annual return | 14.52% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,365 | $2,614-47.8% | $4,154-67.1% | $2,551-46.5% |
| Participant deferral / active EE | $3,280 | $3,214+2.0% | $5,453-39.8% | $4,139-20.8% |
| Admin fee / account holder | $411 | $6,352-93.5% | $14,116-97.1% | $7,234-94.3% |