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 | $51,892 | $60,892-14.8% | $82,389-37.0% | $84,808-38.8% |
| Participation rate | 36.0% | 63.3%-27.3pp | 69.5%-33.5pp | 68.3%-32.3pp |
| Annual return | 18.43% | 37.29%-18.9pp | 28.67%-10.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $884 | $1,779-50.3% | $2,517-64.9% | $2,631-66.4% |
| Participant deferral / active EE | $2,578 | $3,179-18.9% | $4,155-37.9% | $4,212-38.8% |
| Admin fee / account holder | $3,595 | $5,467-34.2% | $7,231-50.3% | $7,344-51.0% |