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 7-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 | $58,813 | $97,125-39.4% | $86,233-31.8% | $137,256-57.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 19.09% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $609 | $2,841-78.6% | $2,504-75.7% | $4,156-85.3% |
| Participant deferral / active EE | $3,851 | $5,180-25.7% | $4,559-15.5% | $6,407-39.9% |
| Admin fee / account holder | $1,970 | $9,725-79.7% | $8,342-76.4% | $12,270-83.9% |