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 7-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 | $60,040 | $106,515-43.6% | $96,683-37.9% | $139,434-56.9% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 24.59% | 38.43%-13.8pp | 35.69%-11.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $818 | $4,103-80.1% | $3,737-78.1% | $4,751-82.8% |
| Participant deferral / active EE | $3,329 | $5,454-39.0% | $4,878-31.8% | $6,710-50.4% |
| Admin fee / account holder | $6,558 | $7,877-16.7% | $6,730-2.5% | $11,403-42.5% |