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 | $45,526 | $48,750-6.6% | $88,946-48.8% | $74,304-38.7% |
| Participation rate | 24.3% | 44.5%-20.2pp | 68.8%-44.6pp | 60.3%-36.1pp |
| Annual return | 20.04% | 25.91%-5.9pp | 57.82%-37.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $531 | $1,255-57.7% | $2,555-79.2% | $2,241-76.3% |
| Participant deferral / active EE | $1,639 | $2,423-32.4% | $4,581-64.2% | $3,767-56.5% |
| Admin fee / account holder | $665 | $3,756-82.3% | $8,261-91.9% | $2,969-77.6% |