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 | $31,307 | $83,477-62.5% | $125,175-75.0% | $72,985-57.1% |
| Participation rate | 65.0% | 73.3%-8.3pp | 79.8%-14.8pp | 69.5%-4.5pp |
| Annual return | 18.90% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,526 | $2,345-34.9% | $3,865-60.5% | $2,440-37.5% |
| Participant deferral / active EE | $2,290 | $3,585-36.1% | $4,937-53.6% | $3,607-36.5% |
| Admin fee / account holder | $8,016 | $5,517+45.3% | $9,702-17.4% | $5,124+56.4% |