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 | $46,651 | $54,762-14.8% | $90,281-48.3% | $72,985-36.1% |
| Participation rate | 48.4% | 65.1%-16.8pp | 73.3%-24.9pp | 69.5%-21.1pp |
| Annual return | 26.87% | 30.63%-3.8pp | 78.10%-51.2pp | 81.00%-54.1pp |
| Employer contribution / active EE | $639 | $2,092-69.5% | $2,854-77.6% | $2,440-73.8% |
| Participant deferral / active EE | $2,092 | $2,887-27.5% | $3,885-46.1% | $3,607-42.0% |
| Admin fee / account holder | $424 | $3,972-89.3% | $5,351-92.1% | $5,124-91.7% |