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 | $50,502 | $81,248-37.8% | $155,509-67.5% | $80,856-37.5% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 25.58% | 33.31%-7.7pp | 64.67%-39.1pp | 35.59%-10.0pp |
| Employer contribution / active EE | $913 | $3,100-70.6% | $4,672-80.5% | $2,755-66.9% |
| Participant deferral / active EE | $2,127 | $3,452-38.4% | $5,626-62.2% | $4,296-50.5% |
| Admin fee / account holder | $925 | $7,997-88.4% | $15,912-94.2% | $6,918-86.6% |