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 | $26,150 | $56,423-53.7% | $77,163-66.1% | $71,457-63.4% |
| Participation rate | 44.8% | 64.3%-19.6pp | 69.6%-24.8pp | 67.9%-23.2pp |
| Annual return | 18.70% | 19.05%-0.4pp | 37.87%-19.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,234 | $1,866-33.9% | $2,535-51.3% | $2,588-52.3% |
| Participant deferral / active EE | $2,728 | $3,142-13.2% | $3,833-28.8% | $4,289-36.4% |
| Admin fee / account holder | $1,357 | $1,429-5.0% | $5,472-75.2% | $1,587-14.5% |