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 | $22,675 | $57,057-60.3% | $85,009-73.3% | $80,874-72.0% |
| Participation rate | 61.1% | 56.4%+4.8pp | 67.5%-6.4pp | 67.6%-6.5pp |
| Annual return | 13.27% | 21.66%-8.4pp | 66.47%-53.2pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,211 | $1,799-32.7% | $2,728-55.6% | $2,756-56.1% |
| Participant deferral / active EE | $3,660 | $3,112+17.6% | $4,522-19.1% | $4,297-14.8% |
| Admin fee / account holder | $682 | $4,986-86.3% | $6,153-88.9% | $6,935-90.2% |