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 | $38,433 | $76,407-49.7% | $150,298-74.4% | $82,448-53.4% |
| Participation rate | 39.2% | 66.4%-27.2pp | 77.8%-38.5pp | 68.1%-28.9pp |
| Annual return | 19.81% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $890 | $2,614-66.0% | $4,154-78.6% | $2,551-65.1% |
| Participant deferral / active EE | $2,591 | $3,214-19.4% | $5,453-52.5% | $4,139-37.4% |
| Admin fee / account holder | $1,604 | $6,352-74.8% | $14,116-88.6% | $7,234-77.8% |