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 | $39,205 | $78,672-50.2% | $109,143-64.1% | $85,850-54.3% |
| Participation rate | 68.4% | 68.3%+0.1pp | 75.9%-7.5pp | 69.3%-0.9pp |
| Annual return | 12.91% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,927 | $2,735-29.5% | $3,722-48.2% | $2,565-24.9% |
| Participant deferral / active EE | $3,707 | $3,467+6.9% | $4,653-20.3% | $3,952-6.2% |
| Admin fee / account holder | $2,377 | $5,469-56.5% | $6,752-64.8% | $6,260-62.0% |