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 | $31,975 | $68,719-53.5% | $91,541-65.1% | $84,808-62.3% |
| Participation rate | 33.3% | 64.5%-31.2pp | 69.8%-36.4pp | 68.3%-35.0pp |
| Annual return | 20.73% | 19.12%+1.6pp | 20.50%+0.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $808 | $1,920-57.9% | $2,505-67.7% | $2,631-69.3% |
| Participant deferral / active EE | $1,907 | $3,136-39.2% | $4,008-52.4% | $4,212-54.7% |
| Admin fee / account holder | $1,105 | $5,786-80.9% | $6,956-84.1% | $7,344-85.0% |