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 | $38,543 | $109,413-64.8% | $156,263-75.3% | $84,808-54.6% |
| Participation rate | 69.0% | 72.7%-3.7pp | 78.9%-9.9pp | 68.3%+0.7pp |
| Annual return | 25.53% | 20.18%+5.4pp | 59.47%-33.9pp | 40.90%-15.4pp |
| Employer contribution / active EE | $1,909 | $2,907-34.3% | $4,333-55.9% | $2,631-27.4% |
| Participant deferral / active EE | $3,862 | $4,590-15.8% | $6,158-37.3% | $4,212-8.3% |
| Admin fee / account holder | $1,364 | $9,357-85.4% | $14,255-90.4% | $7,344-81.4% |