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 | $33,234 | $48,750-31.8% | $88,946-62.6% | $74,304-55.3% |
| Participation rate | 30.4% | 44.5%-14.1pp | 68.8%-38.4pp | 60.3%-29.9pp |
| Annual return | 17.26% | 25.91%-8.6pp | 57.82%-40.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $387 | $1,255-69.2% | $2,555-84.9% | $2,241-82.7% |
| Participant deferral / active EE | $1,651 | $2,423-31.9% | $4,581-64.0% | $3,767-56.2% |
| Admin fee / account holder | $3,049 | $3,756-18.8% | $8,261-63.1% | $2,969+2.7% |