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 | $47,692 | $78,672-39.4% | $109,143-56.3% | $85,850-44.4% |
| Participation rate | 54.1% | 68.3%-14.2pp | 75.9%-21.8pp | 69.3%-15.3pp |
| Annual return | 19.10% | 25.09%-6.0pp | 25.75%-6.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,243 | $2,735-54.5% | $3,722-66.6% | $2,565-51.5% |
| Participant deferral / active EE | $3,441 | $3,467-0.8% | $4,653-26.1% | $3,952-12.9% |
| Admin fee / account holder | $1,884 | $5,469-65.5% | $6,752-72.1% | $6,260-69.9% |