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 | $34,724 | $54,762-36.6% | $90,281-61.5% | $72,985-52.4% |
| Participation rate | 59.3% | 65.1%-5.9pp | 73.3%-14.0pp | 69.5%-10.2pp |
| Annual return | 23.65% | 30.63%-7.0pp | 78.10%-54.4pp | 81.00%-57.4pp |
| Employer contribution / active EE | $669 | $2,092-68.0% | $2,854-76.5% | $2,440-72.6% |
| Participant deferral / active EE | $3,019 | $2,887+4.6% | $3,885-22.3% | $3,607-16.3% |
| Admin fee / account holder | $554 | $3,972-86.1% | $5,351-89.7% | $5,124-89.2% |