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 | $29,672 | $118,450-74.9% | $98,439-69.9% | $139,434-78.7% |
| Participation rate | 41.7% | 77.4%-35.8pp | 75.2%-33.5pp | 80.3%-38.7pp |
| Annual return | 36.32% | 18.94%+17.4pp | 21.16%+15.2pp | 372.94%-336.6pp |
| Employer contribution / active EE | $1,222 | $3,609-66.1% | $3,048-59.9% | $4,751-74.3% |
| Participant deferral / active EE | $8,194 | $5,392+52.0% | $4,738+72.9% | $6,710+22.1% |
| Admin fee / account holder | $8,295 | $14,026-40.9% | $8,948-7.3% | $11,403-27.3% |