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 | $39,109 | $87,870-55.5% | $113,168-65.4% | $74,304-47.4% |
| Participation rate | 48.2% | 70.7%-22.5pp | 76.6%-28.4pp | 60.3%-12.1pp |
| Annual return | 68.96% | 26.44%+42.5pp | 24.27%+44.7pp | 29.43%+39.5pp |
| Employer contribution / active EE | $1,475 | $2,277-35.2% | $2,975-50.4% | $2,241-34.2% |
| Participant deferral / active EE | $2,962 | $4,241-30.2% | $5,107-42.0% | $3,767-21.4% |
| Admin fee / account holder | $2,822 | $3,368-16.2% | $12,068-76.6% | $2,969-5.0% |