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 | $62,511 | $48,750+28.2% | $88,946-29.7% | $74,304-15.9% |
| Participation rate | 13.8% | 44.5%-30.7pp | 68.8%-55.1pp | 60.3%-46.6pp |
| Annual return | 14.84% | 25.91%-11.1pp | 57.82%-43.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $153 | $1,255-87.8% | $2,555-94.0% | $2,241-93.2% |
| Participant deferral / active EE | $544 | $2,423-77.6% | $4,581-88.1% | $3,767-85.6% |
| Admin fee / account holder | $1,474 | $3,756-60.7% | $8,261-82.2% | $2,969-50.3% |