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 | $31,834 | $72,277-56.0% | $101,248-68.6% | $79,858-60.1% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 36.64% | 22.30%+14.3pp | 46.47%-9.8pp | 31.71%+4.9pp |
| Employer contribution / active EE | $1,399 | $2,692-48.0% | $3,660-61.8% | $2,471-43.4% |
| Participant deferral / active EE | $3,242 | $3,282-1.2% | $4,370-25.8% | $3,740-13.3% |
| Admin fee / account holder | $4,043 | $4,400-8.1% | $5,945-32.0% | $5,306-23.8% |