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 | $47,032 | $71,050-33.8% | $93,606-49.8% | $80,856-41.8% |
| Participation rate | 43.1% | 60.4%-17.3pp | 68.7%-25.6pp | 67.6%-24.5pp |
| Annual return | 16.14% | 11.26%+4.9pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $683 | $1,564-56.3% | $2,420-71.8% | $2,755-75.2% |
| Participant deferral / active EE | $3,831 | $4,034-5.0% | $4,411-13.2% | $4,296-10.8% |
| Admin fee / account holder | $3,731 | $6,945-46.3% | $8,285-55.0% | $6,918-46.1% |