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 9-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 | $39,778 | $79,694-50.1% | $96,139-58.6% | $79,386-49.9% |
| Participation rate | 24.0% | 54.0%-29.9pp | 68.4%-44.4pp | 70.7%-46.7pp |
| Annual return | 16.88% | 40.84%-24.0pp | 191.94%-175.1pp | 116.85%-100.0pp |
| Employer contribution / active EE | $887 | $1,443-38.6% | $2,797-68.3% | $2,427-63.5% |
| Participant deferral / active EE | $2,100 | $2,539-17.3% | $4,349-51.7% | $4,046-48.1% |
| Admin fee / account holder | $1,165 | $630+84.9% | $5,537-79.0% | $626+86.0% |