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 | $27,949 | $57,541-51.4% | $95,745-70.8% | $75,163-62.8% |
| Participation rate | 28.8% | 62.5%-33.7pp | 72.3%-43.4pp | 67.2%-38.4pp |
| Annual return | 17.81% | 34.93%-17.1pp | 28.35%-10.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,076 | $1,808-40.4% | $2,835-62.0% | $2,670-59.7% |
| Participant deferral / active EE | $1,598 | $3,074-48.0% | $4,245-62.4% | $4,125-61.3% |
| Admin fee / account holder | $899 | $4,099-78.1% | $5,678-84.2% | $5,651-84.1% |