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 | $47,514 | $60,022-20.8% | $88,946-46.6% | $84,808-44.0% |
| Participation rate | 32.4% | 57.8%-25.5pp | 68.8%-36.5pp | 68.3%-36.0pp |
| Annual return | 15.66% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,147 | $1,703-32.6% | $2,555-55.1% | $2,631-56.4% |
| Participant deferral / active EE | $2,792 | $3,114-10.3% | $4,581-39.1% | $4,212-33.7% |
| Admin fee / account holder | $15,282 | $4,811+217.7% | $8,261+85.0% | $7,344+108.1% |