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 | $25,000 | $48,750-48.7% | $88,946-71.9% | $74,304-66.4% |
| Participation rate | 49.7% | 44.5%+5.2pp | 68.8%-19.2pp | 60.3%-10.7pp |
| Annual return | 32.17% | 25.91%+6.3pp | 57.82%-25.7pp | 29.43%+2.7pp |
| Employer contribution / active EE | $1,583 | $1,255+26.1% | $2,555-38.0% | $2,241-29.4% |
| Participant deferral / active EE | $2,538 | $2,423+4.8% | $4,581-44.6% | $3,767-32.6% |
| Admin fee / account holder | $2,541 | $3,756-32.3% | $8,261-69.2% | $2,969-14.4% |