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 | $26,656 | $93,571-71.5% | $135,903-80.4% | $75,163-64.5% |
| Participation rate | 41.3% | 75.2%-33.8pp | 81.9%-40.6pp | 67.2%-25.9pp |
| Annual return | 24.00% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,342 | $3,537-62.1% | $4,856-72.4% | $2,670-49.7% |
| Participant deferral / active EE | $2,635 | $6,404-58.9% | $7,758-66.0% | $4,125-36.1% |
| Admin fee / account holder | $1,471 | $6,975-78.9% | $10,762-86.3% | $5,651-74.0% |