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 | $65,844 | $80,717-18.4% | $154,803-57.5% | $84,808-22.4% |
| Participation rate | 39.0% | 66.8%-27.8pp | 78.1%-39.0pp | 68.3%-29.3pp |
| Annual return | 19.50% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $929 | $2,761-66.4% | $4,305-78.4% | $2,631-64.7% |
| Participant deferral / active EE | $2,343 | $3,303-29.1% | $5,540-57.7% | $4,212-44.4% |
| Admin fee / account holder | $4,503 | $6,746-33.2% | $14,329-68.6% | $7,344-38.7% |