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 | $35,565 | $93,571-62.0% | $135,903-73.8% | $75,163-52.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 22.55% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,470 | $3,537-30.2% | $4,856-49.1% | $2,670-7.5% |
| Participant deferral / active EE | $5,914 | $6,404-7.7% | $7,758-23.8% | $4,125+43.4% |
| Admin fee / account holder | $1,448 | $6,975-79.2% | $10,762-86.5% | $5,651-74.4% |