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 | $37,636 | $51,175-26.5% | $70,515-46.6% | $75,163-49.9% |
| Participation rate | 35.7% | 60.9%-25.2pp | 68.3%-32.6pp | 67.2%-31.5pp |
| Annual return | 16.90% | 30.02%-13.1pp | 32.77%-15.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,397 | $1,826-23.5% | $2,973-53.0% | $2,670-47.7% |
| Participant deferral / active EE | $2,620 | $2,849-8.0% | $4,567-42.6% | $4,125-36.5% |
| Admin fee / account holder | $1,348 | $4,091-67.1% | $6,412-79.0% | $5,651-76.2% |