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 | $55,969 | $54,705+2.3% | $71,209-21.4% | $84,808-34.0% |
| Participation rate | 31.3% | 64.1%-32.8pp | 73.8%-42.5pp | 68.3%-37.1pp |
| Annual return | 14.48% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $738 | $2,158-65.8% | $2,721-72.9% | $2,631-72.0% |
| Participant deferral / active EE | $2,324 | $3,030-23.3% | $4,175-44.3% | $4,212-44.8% |
| Admin fee / account holder | $6,027 | $4,863+23.9% | $5,349+12.7% | $7,344-17.9% |