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 | $58,880 | $71,050-17.1% | $93,606-37.1% | $80,856-27.2% |
| Participation rate | 24.3% | 60.4%-36.1pp | 68.7%-44.4pp | 67.6%-43.3pp |
| Annual return | 13.39% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $974 | $1,564-37.7% | $2,420-59.8% | $2,755-64.7% |
| Participant deferral / active EE | $3,507 | $4,034-13.0% | $4,411-20.5% | $4,296-18.4% |
| Admin fee / account holder | $2,988 | $6,945-57.0% | $8,285-63.9% | $6,918-56.8% |