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 | $28,723 | $49,915-42.5% | $154,803-81.4% | $74,304-61.3% |
| Participation rate | 34.8% | 54.0%-19.2pp | 78.1%-43.3pp | 60.3%-25.6pp |
| Annual return | 19.52% | 34.06%-14.5pp | 58.88%-39.4pp | 29.43%-9.9pp |
| Employer contribution / active EE | $799 | $1,611-50.4% | $4,305-81.4% | $2,241-64.3% |
| Participant deferral / active EE | $1,345 | $2,255-40.4% | $5,540-75.7% | $3,767-64.3% |
| Admin fee / account holder | $2,010 | $2,189-8.2% | $14,329-86.0% | $2,969-32.3% |