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 | $70,228 | $81,248-13.6% | $155,509-54.8% | $80,856-13.1% |
| Participation rate | 28.1% | 66.2%-38.1pp | 78.2%-50.1pp | 67.6%-39.5pp |
| Annual return | 18.13% | 33.31%-15.2pp | 64.67%-46.5pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,770 | $3,100-42.9% | $4,672-62.1% | $2,755-35.8% |
| Participant deferral / active EE | $2,948 | $3,452-14.6% | $5,626-47.6% | $4,296-31.4% |
| Admin fee / account holder | $2,231 | $7,997-72.1% | $15,912-86.0% | $6,918-67.8% |