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 | $127,065-75.2% | $113,168-72.1% | $142,382-77.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 22.18% | 24.03%-1.8pp | 24.27%-2.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,059 | $3,442-69.2% | $2,975-64.4% | $4,299-75.4% |
| Participant deferral / active EE | $1,891 | $5,716-66.9% | $5,107-63.0% | $6,507-70.9% |
| Admin fee / account holder | $791 | $15,736-95.0% | $12,068-93.4% | $12,624-93.7% |