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 | $24,918 | $72,277-65.5% | $101,248-75.4% | $79,858-68.8% |
| Participation rate | 31.0% | 68.5%-37.5pp | 75.8%-44.9pp | 69.6%-38.7pp |
| Annual return | 22.26% | 22.30%0pp | 46.47%-24.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $617 | $2,692-77.1% | $3,660-83.2% | $2,471-75.0% |
| Participant deferral / active EE | $1,387 | $3,282-57.7% | $4,370-68.3% | $3,740-62.9% |
| Admin fee / account holder | $480 | $4,400-89.1% | $5,945-91.9% | $5,306-90.9% |