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 | $28,608 | $73,933-61.3% | $96,683-70.4% | $75,163-61.9% |
| Participation rate | 51.7% | 66.4%-14.7pp | 74.3%-22.6pp | 67.2%-15.5pp |
| Annual return | 14.32% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,110 | $2,928-62.1% | $3,737-70.3% | $2,670-58.4% |
| Participant deferral / active EE | $2,360 | $3,659-35.5% | $4,878-51.6% | $4,125-42.8% |
| Admin fee / account holder | $1,592 | $5,216-69.5% | $6,730-76.3% | $5,651-71.8% |