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 | $41,395 | $65,561-36.9% | $91,541-54.8% | $74,304-44.3% |
| Participation rate | 35.5% | 56.6%-21.1pp | 69.8%-34.3pp | 60.3%-24.8pp |
| Annual return | 18.43% | 17.68%+0.7pp | 20.50%-2.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,017 | $1,717-40.8% | $2,505-59.4% | $2,241-54.6% |
| Participant deferral / active EE | $2,074 | $2,918-28.9% | $4,008-48.3% | $3,767-45.0% |
| Admin fee / account holder | $1,467 | $3,333-56.0% | $6,956-78.9% | $2,969-50.6% |