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 | $18,083 | $115,882-84.4% | $100,516-82.0% | $158,922-88.6% |
| Participation rate | 47.1% | 81.6%-34.5pp | 79.4%-32.3pp | 82.0%-34.9pp |
| Annual return | 12.54% | 34.79%-22.2pp | 30.89%-18.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,053 | $4,103-25.6% | $3,418-10.7% | $4,761-35.9% |
| Participant deferral / active EE | $3,982 | $6,674-40.3% | $6,270-36.5% | $5,982-33.4% |
| Admin fee / account holder | $3,143 | $10,995-71.4% | $8,081-61.1% | $11,246-72.0% |