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 | $39,970 | $60,892-34.4% | $82,389-51.5% | $84,808-52.9% |
| Participation rate | 25.0% | 63.3%-38.3pp | 69.5%-44.5pp | 68.3%-43.3pp |
| Annual return | 17.97% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $757 | $1,779-57.5% | $2,517-69.9% | $2,631-71.2% |
| Participant deferral / active EE | $3,381 | $3,179+6.4% | $4,155-18.6% | $4,212-19.7% |
| Admin fee / account holder | $8,073 | $5,467+47.7% | $7,231+11.7% | $7,344+9.9% |