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 | $26,501 | $80,717-67.2% | $154,803-82.9% | $84,808-68.8% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.1pp | 68.3%-21.4pp |
| Annual return | 20.74% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,488 | $2,761-46.1% | $4,305-65.4% | $2,631-43.4% |
| Participant deferral / active EE | $2,719 | $3,303-17.7% | $5,540-50.9% | $4,212-35.4% |
| Admin fee / account holder | $2,844 | $6,746-57.8% | $14,329-80.2% | $7,344-61.3% |