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 | $41,953 | $109,881-61.8% | $150,045-72.0% | $84,808-50.5% |
| Participation rate | 51.9% | 76.1%-24.2pp | 82.3%-30.5pp | 68.3%-16.5pp |
| Annual return | 17.60% | 28.25%-10.6pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,435 | $3,561-59.7% | $4,693-69.4% | $2,631-45.5% |
| Participant deferral / active EE | $2,935 | $6,636-55.8% | $7,997-63.3% | $4,212-30.3% |
| Admin fee / account holder | $4,275 | $8,568-50.1% | $13,435-68.2% | $7,344-41.8% |