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 | $23,827 | $102,616-76.8% | $81,983-70.9% | $158,922-85.0% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.2%-6.7pp | 82.0%-19.5pp |
| Annual return | 21.57% | 61.04%-39.5pp | 41.31%-19.7pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,066 | $3,240-67.1% | $2,498-57.3% | $4,761-77.6% |
| Participant deferral / active EE | $5,519 | $4,648+18.7% | $3,722+48.3% | $5,982-7.7% |
| Admin fee / account holder | $551 | $8,235-93.3% | $5,664-90.3% | $11,246-95.1% |