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 | $50,066 | $80,968-38.2% | $96,544-48.1% | $75,163-33.4% |
| Participation rate | 36.1% | 71.8%-35.7pp | 76.0%-39.9pp | 67.2%-31.1pp |
| Annual return | 17.36% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $777 | $2,282-65.9% | $2,965-73.8% | $2,670-70.9% |
| Participant deferral / active EE | $2,847 | $3,928-27.5% | $4,851-41.3% | $4,125-31.0% |
| Admin fee / account holder | $2,041 | $6,724-69.7% | $8,252-75.3% | $5,651-63.9% |