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 | $27,378 | $109,881-75.1% | $150,045-81.8% | $84,808-67.7% |
| Participation rate | 45.1% | 76.1%-31.0pp | 82.3%-37.2pp | 68.3%-23.2pp |
| Annual return | 16.63% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,050 | $3,561-70.5% | $4,693-77.6% | $2,631-60.1% |
| Participant deferral / active EE | $2,704 | $6,636-59.3% | $7,997-66.2% | $4,212-35.8% |
| Admin fee / account holder | $1,682 | $8,568-80.4% | $13,435-87.5% | $7,344-77.1% |