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 | $40,502 | $57,057-29.0% | $85,009-52.4% | $80,874-49.9% |
| Participation rate | 25.4% | 56.4%-30.9pp | 67.5%-42.1pp | 67.6%-42.2pp |
| Annual return | 12.76% | 21.66%-8.9pp | 66.47%-53.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $688 | $1,799-61.7% | $2,728-74.8% | $2,756-75.0% |
| Participant deferral / active EE | $807 | $3,112-74.1% | $4,522-82.2% | $4,297-81.2% |
| Admin fee / account holder | $588 | $4,986-88.2% | $6,153-90.4% | $6,935-91.5% |