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 6-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 | $28,393 | $78,672-63.9% | $109,143-74.0% | $85,850-66.9% |
| Participation rate | 45.1% | 68.3%-23.2pp | 75.9%-30.8pp | 69.3%-24.2pp |
| Annual return | 23.44% | 25.09%-1.6pp | 25.75%-2.3pp | 318.53%-295.1pp |
| Employer contribution / active EE | $1,621 | $2,735-40.7% | $3,722-56.4% | $2,565-36.8% |
| Participant deferral / active EE | $2,703 | $3,467-22.0% | $4,653-41.9% | $3,952-31.6% |
| Admin fee / account holder | $712 | $5,469-87.0% | $6,752-89.5% | $6,260-88.6% |