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 6-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 | $33,449 | $90,503-63.0% | $78,689-57.5% | $273,961-87.8% |
| Participation rate | 39.1% | 76.5%-37.4pp | 73.6%-34.4pp | 83.0%-43.9pp |
| Annual return | 8.55% | 75.60%-67.1pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $840 | $3,176-73.5% | $2,851-70.5% | $4,869-82.7% |
| Participant deferral / active EE | $1,963 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $964 | $5,263-81.7% | $4,510-78.6% | $10,132-90.5% |