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 | $30,602 | $65,561-53.3% | $91,541-66.6% | $74,304-58.8% |
| Participation rate | 41.1% | 56.6%-15.5pp | 69.8%-28.6pp | 60.3%-19.2pp |
| Annual return | 16.90% | 17.68%-0.8pp | 20.50%-3.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $834 | $1,717-51.4% | $2,505-66.7% | $2,241-62.8% |
| Participant deferral / active EE | $1,595 | $2,918-45.3% | $4,008-60.2% | $3,767-57.7% |
| Admin fee / account holder | $4,250 | $3,333+27.5% | $6,956-38.9% | $2,969+43.2% |