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 | $23,838 | $81,446-70.7% | $103,374-76.9% | $80,874-70.5% |
| Participation rate | 38.4% | 66.9%-28.5pp | 74.5%-36.2pp | 67.6%-29.3pp |
| Annual return | 18.10% | 25.57%-7.5pp | 24.89%-6.8pp | 35.62%-17.5pp |
| Employer contribution / active EE | $1,156 | $3,107-62.8% | $3,869-70.1% | $2,756-58.1% |
| Participant deferral / active EE | $2,419 | $3,870-37.5% | $5,058-52.2% | $4,297-43.7% |
| Admin fee / account holder | $1,160 | $6,715-82.7% | $8,394-86.2% | $6,935-83.3% |