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 | $22,381 | $49,915-55.2% | $154,803-85.5% | $74,304-69.9% |
| Participation rate | 50.4% | 54.0%-3.5pp | 78.1%-27.6pp | 60.3%-9.9pp |
| Annual return | 18.08% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $958 | $1,611-40.6% | $4,305-77.8% | $2,241-57.3% |
| Participant deferral / active EE | $1,566 | $2,255-30.6% | $5,540-71.7% | $3,767-58.4% |
| Admin fee / account holder | $577 | $2,189-73.7% | $14,329-96.0% | $2,969-80.6% |