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 | $52,334 | $77,503-32.5% | $100,391-47.9% | $80,856-35.3% |
| Participation rate | 52.8% | 76.9%-24.1pp | 81.5%-28.7pp | 67.6%-14.8pp |
| Annual return | 29.03% | 37.20%-8.2pp | 49.20%-20.2pp | 35.59%-6.6pp |
| Employer contribution / active EE | $2,428 | $2,801-13.3% | $3,942-38.4% | $2,755-11.9% |
| Participant deferral / active EE | $3,638 | $6,820-46.7% | $8,082-55.0% | $4,296-15.3% |
| Admin fee / account holder | $1,364 | $5,897-76.9% | $7,899-82.7% | $6,918-80.3% |