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 | $51,163 | $78,926-35.2% | $136,749-62.6% | $84,808-39.7% |
| Participation rate | 33.3% | 62.2%-28.8pp | 72.1%-38.8pp | 68.3%-35.0pp |
| Annual return | 20.96% | 18.17%+2.8pp | 24.33%-3.4pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,300 | $2,134-39.1% | $3,400-61.8% | $2,631-50.6% |
| Participant deferral / active EE | $2,289 | $3,168-27.8% | $4,692-51.2% | $4,212-45.7% |
| Admin fee / account holder | $3,011 | $6,369-52.7% | $11,386-73.6% | $7,344-59.0% |