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 | $31,531 | $124,425-74.7% | $112,040-71.9% | $137,256-77.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 22.18% | 24.72%-2.5pp | 24.52%-2.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,059 | $3,411-69.0% | $2,954-64.2% | $4,156-74.5% |
| Participant deferral / active EE | $1,891 | $5,718-66.9% | $5,098-62.9% | $6,407-70.5% |
| Admin fee / account holder | $791 | $15,207-94.8% | $12,098-93.5% | $12,270-93.6% |