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 | $39,269 | $68,547-42.7% | $120,354-67.4% | $80,856-51.4% |
| Participation rate | 45.2% | 61.6%-16.4pp | 71.9%-26.7pp | 67.6%-22.5pp |
| Annual return | 16.75% | 23.60%-6.8pp | 107.15%-90.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,512 | $2,051-26.3% | $3,463-56.3% | $2,755-45.1% |
| Participant deferral / active EE | $3,315 | $3,173+4.5% | $4,991-33.6% | $4,296-22.8% |
| Admin fee / account holder | $411 | $5,732-92.8% | $9,423-95.6% | $6,918-94.1% |