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 | $41,593 | $65,365-36.4% | $92,893-55.2% | $72,985-43.0% |
| Participation rate | 30.1% | 68.3%-38.2pp | 76.0%-45.9pp | 69.5%-39.3pp |
| Annual return | 18.00% | 42.10%-24.1pp | 109.41%-91.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $961 | $2,594-62.9% | $3,653-73.7% | $2,440-60.6% |
| Participant deferral / active EE | $2,215 | $3,128-29.2% | $4,236-47.7% | $3,607-38.6% |
| Admin fee / account holder | $715 | $4,251-83.2% | $5,794-87.7% | $5,124-86.0% |