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 | $19,131 | $49,915-61.7% | $154,803-87.6% | $74,304-74.3% |
| Participation rate | 28.0% | 54.0%-25.9pp | 78.1%-50.0pp | 60.3%-32.3pp |
| Annual return | 20.74% | 34.06%-13.3pp | 58.88%-38.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $416 | $1,611-74.2% | $4,305-90.3% | $2,241-81.4% |
| Participant deferral / active EE | $1,381 | $2,255-38.8% | $5,540-75.1% | $3,767-63.3% |
| Admin fee / account holder | $2,094 | $2,189-4.4% | $14,329-85.4% | $2,969-29.5% |