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 | $67,887 | $81,446-16.6% | $103,374-34.3% | $80,874-16.1% |
| Participation rate | 22.6% | 66.9%-44.3pp | 74.5%-51.9pp | 67.6%-45.1pp |
| Annual return | 12.65% | 25.57%-12.9pp | 24.89%-12.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $921 | $3,107-70.3% | $3,869-76.2% | $2,756-66.6% |
| Participant deferral / active EE | $1,986 | $3,870-48.7% | $5,058-60.7% | $4,297-53.8% |
| Admin fee / account holder | $5,305 | $6,715-21.0% | $8,394-36.8% | $6,935-23.5% |