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 | $29,385 | $59,097-50.3% | $82,389-64.3% | $74,304-60.5% |
| Participation rate | 50.0% | 52.8%-2.8pp | 69.5%-19.5pp | 60.3%-10.3pp |
| Annual return | 16.50% | 22.85%-6.4pp | 28.67%-12.2pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,236 | $1,601-22.8% | $2,517-50.9% | $2,241-44.9% |
| Participant deferral / active EE | $1,948 | $2,775-29.8% | $4,155-53.1% | $3,767-48.3% |
| Admin fee / account holder | $3,309 | $4,489-26.3% | $7,231-54.2% | $2,969+11.4% |