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 | $59,600 | $56,053+6.3% | $75,972-21.6% | $80,856-26.3% |
| Participation rate | 43.2% | 62.0%-18.9pp | 69.1%-25.9pp | 67.6%-24.5pp |
| Annual return | 19.16% | 20.53%-1.4pp | 359.55%-340.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $788 | $1,874-57.9% | $2,685-70.6% | $2,755-71.4% |
| Participant deferral / active EE | $2,348 | $3,052-23.1% | $4,255-44.8% | $4,296-45.3% |
| Admin fee / account holder | $681 | $5,234-87.0% | $6,467-89.5% | $6,918-90.2% |