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 | $72,003 | $82,882-13.1% | $127,761-43.6% | $72,985-1.3% |
| Participation rate | 46.5% | 71.5%-25.0pp | 79.0%-32.5pp | 69.5%-23.0pp |
| Annual return | 20.21% | 32.20%-12.0pp | 26.14%-5.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,358 | $3,346-59.4% | $4,574-70.3% | $2,440-44.4% |
| Participant deferral / active EE | $2,411 | $4,791-49.7% | $6,021-60.0% | $3,607-33.2% |
| Admin fee / account holder | $3,648 | $6,487-43.8% | $9,395-61.2% | $5,124-28.8% |