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 | $31,361 | $140,940-77.7% | $112,229-72.1% | $139,434-77.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.83% | 32.71%-9.9pp | 30.20%-7.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,233 | $4,283-71.2% | $3,430-64.1% | $4,751-74.1% |
| Participant deferral / active EE | $2,989 | $5,874-49.1% | $4,798-37.7% | $6,710-55.5% |
| Admin fee / account holder | $310 | $9,954-96.9% | $7,748-96.0% | $11,403-97.3% |