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 | $45,904 | $72,012-36.3% | $185,823-75.3% | $79,858-42.5% |
| Participation rate | 62.1% | 65.8%-3.7pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 14.21% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,051 | $1,965-46.5% | $4,087-74.3% | $2,471-57.5% |
| Participant deferral / active EE | $3,721 | $3,779-1.5% | $5,632-33.9% | $3,740-0.5% |
| Admin fee / account holder | $362 | $4,513-92.0% | $9,500-96.2% | $5,306-93.2% |