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 | $31,557 | $108,172-70.8% | $77,482-59.3% | $158,922-80.1% |
| Participation rate | 52.9% | 64.4%-11.5pp | 54.2%-1.2pp | 82.0%-29.0pp |
| Annual return | 15.59% | 31.67%-16.1pp | 54.79%-39.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,001 | $1,325-24.4% | $986+1.5% | $4,761-79.0% |
| Participant deferral / active EE | $2,085 | $2,456-15.1% | $1,861+12.0% | $5,982-65.2% |
| Admin fee / account holder | $402 | $3,708-89.2% | $2,858-86.0% | $11,246-96.4% |