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 | $49,727 | $58,523-15.0% | $99,443-50.0% | $72,985-31.9% |
| Participation rate | 37.5% | 64.6%-27.1pp | 73.8%-36.3pp | 69.5%-32.0pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,166 | $1,512-22.9% | $2,540-54.1% | $2,440-52.2% |
| Participant deferral / active EE | $2,608 | $2,606+0.1% | $3,619-27.9% | $3,607-27.7% |
| Admin fee / account holder | $1,512 | $4,102-63.1% | $6,250-75.8% | $5,124-70.5% |