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 | $39,582 | $37,426+5.8% | $77,482-48.9% | $79,858-50.4% |
| Participation rate | 20.8% | 41.5%-20.7pp | 54.2%-33.4pp | 69.6%-48.8pp |
| Annual return | 21.00% | 39.70%-18.7pp | 54.79%-33.8pp | 31.71%-10.7pp |
| Employer contribution / active EE | $932 | $637+46.5% | $986-5.5% | $2,471-62.3% |
| Participant deferral / active EE | $1,698 | $1,260+34.8% | $1,861-8.7% | $3,740-54.6% |
| Admin fee / account holder | $5,059 | $2,504+102.1% | $2,858+77.0% | $5,306-4.7% |