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 | $34,662 | $51,045-32.1% | $70,515-50.8% | $71,457-51.5% |
| Participation rate | 33.0% | 59.4%-26.4pp | 68.3%-35.3pp | 67.9%-34.9pp |
| Annual return | 22.55% | 42.63%-20.1pp | 32.77%-10.2pp | 28.85%-6.3pp |
| Employer contribution / active EE | $937 | $1,790-47.7% | $2,973-68.5% | $2,588-63.8% |
| Participant deferral / active EE | $1,886 | $3,026-37.7% | $4,567-58.7% | $4,289-56.0% |
| Admin fee / account holder | $1,173 | $1,994-41.2% | $6,412-81.7% | $1,587-26.1% |