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 | $53,447 | $127,065-57.9% | $113,168-52.8% | $142,382-62.5% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 18.92% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,407 | $3,442-59.1% | $2,975-52.7% | $4,299-67.3% |
| Participant deferral / active EE | $5,029 | $5,716-12.0% | $5,107-1.5% | $6,507-22.7% |
| Admin fee / account holder | $2,581 | $15,736-83.6% | $12,068-78.6% | $12,624-79.6% |