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 | $63,927 | $77,899-17.9% | $149,673-57.3% | $75,163-14.9% |
| Participation rate | 20.5% | 65.6%-45.1pp | 78.8%-58.3pp | 67.2%-46.7pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $866 | $3,137-72.4% | $4,818-82.0% | $2,670-67.6% |
| Participant deferral / active EE | $1,347 | $3,411-60.5% | $5,680-76.3% | $4,125-67.3% |
| Admin fee / account holder | $5,831 | $5,956-2.1% | $13,210-55.9% | $5,651+3.2% |