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 | $81,476 | $106,749-23.7% | $145,433-44.0% | $82,448-1.2% |
| Participation rate | 37.9% | 75.6%-37.7pp | 82.1%-44.2pp | 68.1%-30.1pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,530 | $3,444-55.6% | $4,554-66.4% | $2,551-40.0% |
| Participant deferral / active EE | $5,057 | $6,519-22.4% | $7,897-36.0% | $4,139+22.2% |
| Admin fee / account holder | $2,034 | $8,390-75.8% | $13,129-84.5% | $7,234-71.9% |