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 | $56,893 | $81,248-30.0% | $155,509-63.4% | $80,856-29.6% |
| Participation rate | 32.1% | 66.2%-34.1pp | 78.2%-46.0pp | 67.6%-35.5pp |
| Annual return | 13.11% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $720 | $3,100-76.8% | $4,672-84.6% | $2,755-73.9% |
| Participant deferral / active EE | $2,155 | $3,452-37.6% | $5,626-61.7% | $4,296-49.8% |
| Admin fee / account holder | $3,693 | $7,997-53.8% | $15,912-76.8% | $6,918-46.6% |