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 | $41,955 | $80,705-48.0% | $115,768-63.8% | $67,986-38.3% |
| Participation rate | 44.8% | 63.0%-18.2pp | 74.4%-29.6pp | 57.2%-12.4pp |
| Annual return | 14.36% | 18.49%-4.1pp | 100.46%-86.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,123 | $2,046-45.1% | $2,940-61.8% | $2,019-44.4% |
| Participant deferral / active EE | $2,220 | $3,559-37.6% | $4,917-54.8% | $3,358-33.9% |
| Admin fee / account holder | $739 | $4,135-82.1% | $12,439-94.1% | $3,203-76.9% |