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 | $34,659 | $81,446-57.4% | $103,374-66.5% | $80,874-57.1% |
| Participation rate | 35.9% | 66.9%-30.9pp | 74.5%-38.6pp | 67.6%-31.7pp |
| Annual return | 12.46% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $862 | $3,107-72.2% | $3,869-77.7% | $2,756-68.7% |
| Participant deferral / active EE | $1,891 | $3,870-51.1% | $5,058-62.6% | $4,297-56.0% |
| Admin fee / account holder | $905 | $6,715-86.5% | $8,394-89.2% | $6,935-87.0% |