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 | $38,221 | $110,257-65.3% | $96,544-60.4% | $139,434-72.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 14.15% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,248 | $3,620-65.5% | $2,965-57.9% | $4,751-73.7% |
| Participant deferral / active EE | $3,868 | $5,548-30.3% | $4,851-20.3% | $6,710-42.4% |
| Admin fee / account holder | $6,709 | $11,591-42.1% | $8,252-18.7% | $11,403-41.2% |