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 | $35,085 | $73,933-52.5% | $96,683-63.7% | $75,163-53.3% |
| Participation rate | 16.7% | 66.4%-49.8pp | 74.3%-57.7pp | 67.2%-50.5pp |
| Annual return | 22.15% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,283 | $2,928-56.2% | $3,737-65.7% | $2,670-52.0% |
| Participant deferral / active EE | $2,569 | $3,659-29.8% | $4,878-47.3% | $4,125-37.7% |
| Admin fee / account holder | $5,163 | $5,216-1.0% | $6,730-23.3% | $5,651-8.6% |