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 | $30,620 | $51,175-40.2% | $70,515-56.6% | $75,163-59.3% |
| Participation rate | 43.3% | 60.9%-17.6pp | 68.3%-25.0pp | 67.2%-23.9pp |
| Annual return | 14.11% | 30.02%-15.9pp | 32.77%-18.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,380 | $1,826-24.4% | $2,973-53.6% | $2,670-48.3% |
| Participant deferral / active EE | $2,082 | $2,849-26.9% | $4,567-54.4% | $4,125-49.5% |
| Admin fee / account holder | $4,409 | $4,091+7.8% | $6,412-31.2% | $5,651-22.0% |