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 | $57,706 | $74,927-23.0% | $101,794-43.3% | $84,808-32.0% |
| Participation rate | 38.7% | 61.4%-22.7pp | 69.2%-30.5pp | 68.3%-29.6pp |
| Annual return | 14.71% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $779 | $1,522-48.8% | $2,289-66.0% | $2,631-70.4% |
| Participant deferral / active EE | $2,296 | $3,099-25.9% | $4,084-43.8% | $4,212-45.5% |
| Admin fee / account holder | $1,881 | $6,514-71.1% | $8,777-78.6% | $7,344-74.4% |