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 | $33,815 | $78,672-57.0% | $109,143-69.0% | $85,850-60.6% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 43.10% | 25.09%+18.0pp | 25.75%+17.3pp | 318.53%-275.4pp |
| Employer contribution / active EE | $1,861 | $2,735-32.0% | $3,722-50.0% | $2,565-27.5% |
| Participant deferral / active EE | $4,219 | $3,467+21.7% | $4,653-9.3% | $3,952+6.8% |
| Admin fee / account holder | $2,763 | $5,469-49.5% | $6,752-59.1% | $6,260-55.9% |