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 | $15,184 | $47,944-68.3% | $67,834-77.6% | $62,891-75.9% |
| Participation rate | 41.7% | 61.1%-19.4pp | 68.8%-27.1pp | 69.3%-27.6pp |
| Annual return | 13.34% | 11.77%+1.6pp | 138.47%-125.1pp | 20.14%-6.8pp |
| Employer contribution / active EE | $1,551 | $1,562-0.7% | $2,403-35.5% | $2,281-32.0% |
| Participant deferral / active EE | $2,724 | $2,247+21.3% | $3,160-13.8% | $3,203-14.9% |
| Admin fee / account holder | $2,580 | $3,712-30.5% | $4,622-44.2% | $4,296-39.9% |