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 | $25,023 | $65,365-61.7% | $92,893-73.1% | $72,985-65.7% |
| Participation rate | 30.6% | 68.3%-37.7pp | 76.0%-45.4pp | 69.5%-38.9pp |
| Annual return | 31.38% | 42.10%-10.7pp | 109.41%-78.0pp | 81.00%-49.6pp |
| Employer contribution / active EE | $1,013 | $2,594-61.0% | $3,653-72.3% | $2,440-58.5% |
| Participant deferral / active EE | $3,837 | $3,128+22.6% | $4,236-9.4% | $3,607+6.4% |
| Admin fee / account holder | $1,342 | $4,251-68.4% | $5,794-76.8% | $5,124-73.8% |