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 | $36,229 | $81,460-55.5% | $103,333-64.9% | $80,856-55.2% |
| Participation rate | 55.0% | 66.8%-11.8pp | 74.5%-19.5pp | 67.6%-12.6pp |
| Annual return | 13.37% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $819 | $3,105-73.6% | $3,868-78.8% | $2,755-70.3% |
| Participant deferral / active EE | $1,846 | $3,869-52.3% | $5,057-63.5% | $4,296-57.0% |
| Admin fee / account holder | $1,058 | $6,566-83.9% | $8,355-87.3% | $6,918-84.7% |