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 | $44,893 | $81,248-44.7% | $155,509-71.1% | $80,856-44.5% |
| Participation rate | 35.4% | 66.2%-30.8pp | 78.2%-42.8pp | 67.6%-32.2pp |
| Annual return | 18.39% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,216 | $3,100-60.8% | $4,672-74.0% | $2,755-55.8% |
| Participant deferral / active EE | $2,434 | $3,452-29.5% | $5,626-56.7% | $4,296-43.3% |
| Admin fee / account holder | $954 | $7,997-88.1% | $15,912-94.0% | $6,918-86.2% |