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 | $45,343-27.7% | $150,298-78.2% | $67,986-51.8% |
| Participation rate | 41.4% | 51.9%-10.4pp | 77.8%-36.3pp | 57.2%-15.8pp |
| Annual return | 17.31% | 33.28%-16.0pp | 62.79%-45.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $647 | $1,462-55.7% | $4,154-84.4% | $2,019-67.9% |
| Participant deferral / active EE | $2,891 | $2,055+40.7% | $5,453-47.0% | $3,358-13.9% |
| Admin fee / account holder | $3,330 | $2,250+48.0% | $14,116-76.4% | $3,203+4.0% |