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 | $48,407 | $73,933-34.5% | $96,683-49.9% | $75,163-35.6% |
| Participation rate | 22.9% | 66.4%-43.6pp | 74.3%-51.5pp | 67.2%-44.3pp |
| Annual return | 19.60% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,236 | $2,928-57.8% | $3,737-66.9% | $2,670-53.7% |
| Participant deferral / active EE | $2,570 | $3,659-29.8% | $4,878-47.3% | $4,125-37.7% |
| Admin fee / account holder | $5,041 | $5,216-3.4% | $6,730-25.1% | $5,651-10.8% |