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 | $74,223 | $81,233-8.6% | $155,567-52.3% | $80,874-8.2% |
| Participation rate | 45.7% | 66.2%-20.5pp | 78.2%-32.5pp | 67.6%-21.9pp |
| Annual return | 13.50% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,883 | $3,101-39.3% | $4,674-59.7% | $2,756-31.7% |
| Participant deferral / active EE | $3,878 | $3,452+12.3% | $5,628-31.1% | $4,297-9.7% |
| Admin fee / account holder | $1,423 | $7,998-82.2% | $15,916-91.1% | $6,935-79.5% |