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 | $24,519 | $72,277-66.1% | $101,248-75.8% | $79,858-69.3% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.8%-45.0pp | 69.6%-38.9pp |
| Annual return | 14.86% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $672 | $2,692-75.0% | $3,660-81.6% | $2,471-72.8% |
| Participant deferral / active EE | $2,256 | $3,282-31.2% | $4,370-48.4% | $3,740-39.7% |
| Admin fee / account holder | $3,850 | $4,400-12.5% | $5,945-35.2% | $5,306-27.4% |