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 | $41,458 | $88,360-53.1% | $145,433-71.5% | $67,986-39.0% |
| Participation rate | 36.8% | 65.5%-28.7pp | 82.1%-45.3pp | 57.2%-20.4pp |
| Annual return | 26.38% | 63.15%-36.8pp | 66.58%-40.2pp | 31.67%-5.3pp |
| Employer contribution / active EE | $1,479 | $3,054-51.6% | $4,554-67.5% | $2,019-26.8% |
| Participant deferral / active EE | $3,219 | $5,932-45.7% | $7,897-59.2% | $3,358-4.1% |
| Admin fee / account holder | $5,977 | $3,313+80.4% | $13,129-54.5% | $3,203+86.6% |