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 | $54,222 | $68,719-21.1% | $91,541-40.8% | $84,808-36.1% |
| Participation rate | 31.0% | 64.5%-33.5pp | 69.8%-38.7pp | 68.3%-37.3pp |
| Annual return | 13.64% | 19.12%-5.5pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $798 | $1,920-58.5% | $2,505-68.2% | $2,631-69.7% |
| Participant deferral / active EE | $2,374 | $3,136-24.3% | $4,008-40.8% | $4,212-43.6% |
| Admin fee / account holder | $2,290 | $5,786-60.4% | $6,956-67.1% | $7,344-68.8% |