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 | $55,197 | $73,933-25.3% | $96,683-42.9% | $75,163-26.6% |
| Participation rate | 47.9% | 66.4%-18.5pp | 74.3%-26.4pp | 67.2%-19.3pp |
| Annual return | 18.80% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,514 | $2,928-14.1% | $3,737-32.7% | $2,670-5.9% |
| Participant deferral / active EE | $5,603 | $3,659+53.1% | $4,878+14.9% | $4,125+35.8% |
| Admin fee / account holder | $1,187 | $5,216-77.2% | $6,730-82.4% | $5,651-79.0% |