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 | $54,350 | $76,407-28.9% | $150,298-63.8% | $82,448-34.1% |
| Participation rate | 22.9% | 66.4%-43.5pp | 77.8%-54.9pp | 68.1%-45.2pp |
| Annual return | 16.76% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $614 | $2,614-76.5% | $4,154-85.2% | $2,551-75.9% |
| Participant deferral / active EE | $2,115 | $3,214-34.2% | $5,453-61.2% | $4,139-48.9% |
| Admin fee / account holder | $749 | $6,352-88.2% | $14,116-94.7% | $7,234-89.6% |