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 | $20,871 | $72,277-71.1% | $101,248-79.4% | $79,858-73.9% |
| Participation rate | 51.2% | 68.5%-17.2pp | 75.8%-24.6pp | 69.6%-18.4pp |
| Annual return | 10.98% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,355 | $2,692-49.7% | $3,660-63.0% | $2,471-45.2% |
| Participant deferral / active EE | $2,372 | $3,282-27.7% | $4,370-45.7% | $3,740-36.6% |
| Admin fee / account holder | $2,727 | $4,400-38.0% | $5,945-54.1% | $5,306-48.6% |