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 8-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 | $22,177 | $81,248-72.7% | $155,509-85.7% | $80,856-72.6% |
| Participation rate | 40.2% | 66.2%-26.0pp | 78.2%-38.0pp | 67.6%-27.4pp |
| Annual return | 19.19% | 33.31%-14.1pp | 64.67%-45.5pp | 35.59%-16.4pp |
| Employer contribution / active EE | $651 | $3,100-79.0% | $4,672-86.1% | $2,755-76.4% |
| Participant deferral / active EE | $901 | $3,452-73.9% | $5,626-84.0% | $4,296-79.0% |
| Admin fee / account holder | $2,292 | $7,997-71.3% | $15,912-85.6% | $6,918-66.9% |