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 | $29,785 | $45,343-34.3% | $150,298-80.2% | $67,986-56.2% |
| Participation rate | 44.4% | 51.9%-7.4pp | 77.8%-33.3pp | 57.2%-12.8pp |
| Annual return | 19.53% | 33.28%-13.7pp | 62.79%-43.3pp | 31.67%-12.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,995 | $2,055+45.7% | $5,453-45.1% | $3,358-10.8% |
| Admin fee / account holder | $518 | $2,250-77.0% | $14,116-96.3% | $3,203-83.8% |