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 | $32,765 | $49,915-34.4% | $154,803-78.8% | $74,304-55.9% |
| Participation rate | 41.4% | 54.0%-12.5pp | 78.1%-36.6pp | 60.3%-18.9pp |
| Annual return | 17.31% | 34.06%-16.7pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $647 | $1,611-59.8% | $4,305-85.0% | $2,241-71.1% |
| Participant deferral / active EE | $2,891 | $2,255+28.2% | $5,540-47.8% | $3,767-23.3% |
| Admin fee / account holder | $3,330 | $2,189+52.1% | $14,329-76.8% | $2,969+12.2% |