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 | $40,333 | $93,571-56.9% | $135,903-70.3% | $75,163-46.3% |
| Participation rate | 61.5% | 75.2%-13.6pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 19.60% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,236 | $3,537-36.8% | $4,856-54.0% | $2,670-16.3% |
| Participant deferral / active EE | $4,676 | $6,404-27.0% | $7,758-39.7% | $4,125+13.3% |
| Admin fee / account holder | $3,415 | $6,975-51.0% | $10,762-68.3% | $5,651-39.6% |