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 | $25,293 | $105,931-76.1% | $81,930-69.1% | $158,922-84.1% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.0%-9.5pp | 82.0%-19.5pp |
| Annual return | 17.11% | 38.17%-21.1pp | 29.49%-12.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,404 | $7,800-82.0% | $4,310-67.4% | $4,761-70.5% |
| Participant deferral / active EE | $2,634 | $13,003-79.7% | $7,107-62.9% | $5,982-56.0% |
| Admin fee / account holder | $930 | $8,489-89.0% | $5,158-82.0% | $11,246-91.7% |