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 | $43,652 | $31,388+39.1% | $73,545-40.6% | $62,292-29.9% |
| Participation rate | 38.3% | 39.9%-1.5pp | 54.9%-16.6pp | 69.5%-31.2pp |
| Annual return | 17.37% | 25.34%-8.0pp | -15.16%+32.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $329 | $498-34.0% | $1,219-73.0% | $2,042-83.9% |
| Participant deferral / active EE | $1,270 | $1,028+23.5% | $1,806-29.7% | $3,169-59.9% |
| Admin fee / account holder | $1,689 | $299+464.1% | $2,320-27.2% | $479+252.3% |