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 6-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 | $30,518 | $81,248-62.4% | $155,509-80.4% | $80,856-62.3% |
| Participation rate | 43.5% | 66.2%-22.8pp | 78.2%-34.7pp | 67.6%-24.2pp |
| Annual return | 42.31% | 33.31%+9.0pp | 64.67%-22.4pp | 35.59%+6.7pp |
| Employer contribution / active EE | $559 | $3,100-82.0% | $4,672-88.0% | $2,755-79.7% |
| Participant deferral / active EE | $2,212 | $3,452-35.9% | $5,626-60.7% | $4,296-48.5% |
| Admin fee / account holder | $2,888 | $7,997-63.9% | $15,912-81.8% | $6,918-58.2% |