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 | $26,232 | $81,460-67.8% | $103,333-74.6% | $80,856-67.6% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 12.94% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,486 | $3,105-52.1% | $3,868-61.6% | $2,755-46.1% |
| Participant deferral / active EE | $3,247 | $3,869-16.1% | $5,057-35.8% | $4,296-24.4% |
| Admin fee / account holder | $1,712 | $6,566-73.9% | $8,355-79.5% | $6,918-75.2% |