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 6-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 | $42,215 | $81,248-48.0% | $155,509-72.9% | $80,856-47.8% |
| Participation rate | 32.4% | 66.2%-33.8pp | 78.2%-45.8pp | 67.6%-35.2pp |
| Annual return | 13.50% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $588 | $3,100-81.0% | $4,672-87.4% | $2,755-78.6% |
| Participant deferral / active EE | $1,214 | $3,452-64.8% | $5,626-78.4% | $4,296-71.7% |
| Admin fee / account holder | $2,387 | $7,997-70.2% | $15,912-85.0% | $6,918-65.5% |