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 | $38,721 | $81,248-52.3% | $155,509-75.1% | $80,856-52.1% |
| Participation rate | 23.6% | 66.2%-42.6pp | 78.2%-54.5pp | 67.6%-44.0pp |
| Annual return | 14.95% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,067 | $3,100-65.6% | $4,672-77.2% | $2,755-61.3% |
| Participant deferral / active EE | $2,091 | $3,452-39.4% | $5,626-62.8% | $4,296-51.3% |
| Admin fee / account holder | $5,789 | $7,997-27.6% | $15,912-63.6% | $6,918-16.3% |