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 | $40,777 | $49,915-18.3% | $154,803-73.7% | $74,304-45.1% |
| Participation rate | 35.2% | 54.0%-18.8pp | 78.1%-42.9pp | 60.3%-25.2pp |
| Annual return | 15.32% | 34.06%-18.7pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $981 | $1,611-39.1% | $4,305-77.2% | $2,241-56.2% |
| Participant deferral / active EE | $2,285 | $2,255+1.3% | $5,540-58.8% | $3,767-39.4% |
| Admin fee / account holder | $1,474 | $2,189-32.7% | $14,329-89.7% | $2,969-50.4% |