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 | $36,996 | $65,041-43.1% | $90,951-59.3% | $79,858-53.7% |
| Participation rate | 61.1% | 61.6%-0.5pp | 69.0%-7.9pp | 69.6%-8.5pp |
| Annual return | 25.31% | 30.45%-5.1pp | 134.60%-109.3pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,467 | $1,247+17.6% | $2,122-30.9% | $2,471-40.6% |
| Participant deferral / active EE | $2,597 | $2,512+3.4% | $3,373-23.0% | $3,740-30.6% |
| Admin fee / account holder | $439 | $4,536-90.3% | $5,959-92.6% | $5,306-91.7% |