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 | $47,542 | $77,899-39.0% | $149,673-68.2% | $75,163-36.7% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.6pp | 67.2%-14.1pp |
| Annual return | 19.27% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $924 | $3,137-70.6% | $4,818-80.8% | $2,670-65.4% |
| Participant deferral / active EE | $4,166 | $3,411+22.1% | $5,680-26.7% | $4,125+1.0% |
| Admin fee / account holder | $2,070 | $5,956-65.2% | $13,210-84.3% | $5,651-63.4% |