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 | $57,346 | $78,926-27.3% | $136,749-58.1% | $84,808-32.4% |
| Participation rate | 28.6% | 62.2%-33.6pp | 72.1%-43.6pp | 68.3%-39.7pp |
| Annual return | 17.04% | 18.17%-1.1pp | 24.33%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $992 | $2,134-53.5% | $3,400-70.8% | $2,631-62.3% |
| Participant deferral / active EE | $2,479 | $3,168-21.8% | $4,692-47.2% | $4,212-41.1% |
| Admin fee / account holder | $5,739 | $6,369-9.9% | $11,386-49.6% | $7,344-21.9% |