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 | $55,153 | $109,881-49.8% | $150,045-63.2% | $84,808-35.0% |
| Participation rate | 46.9% | 76.1%-29.2pp | 82.3%-35.4pp | 68.3%-21.4pp |
| Annual return | 17.57% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,057 | $3,561-70.3% | $4,693-77.5% | $2,631-59.8% |
| Participant deferral / active EE | $3,197 | $6,636-51.8% | $7,997-60.0% | $4,212-24.1% |
| Admin fee / account holder | $3,000 | $8,568-65.0% | $13,435-77.7% | $7,344-59.1% |