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 | $50,328 | $80,717-37.6% | $154,803-67.5% | $84,808-40.7% |
| Participation rate | 60.5% | 66.8%-6.3pp | 78.1%-17.5pp | 68.3%-7.8pp |
| Annual return | 22.14% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,246 | $2,761-18.7% | $4,305-47.8% | $2,631-14.6% |
| Participant deferral / active EE | $3,957 | $3,303+19.8% | $5,540-28.6% | $4,212-6.0% |
| Admin fee / account holder | $708 | $6,746-89.5% | $14,329-95.1% | $7,344-90.4% |