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 | $67,047 | $81,248-17.5% | $155,509-56.9% | $80,856-17.1% |
| Participation rate | 26.1% | 66.2%-40.1pp | 78.2%-52.1pp | 67.6%-41.6pp |
| Annual return | 15.70% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $707 | $3,100-77.2% | $4,672-84.9% | $2,755-74.3% |
| Participant deferral / active EE | $2,782 | $3,452-19.4% | $5,626-50.6% | $4,296-35.2% |
| Admin fee / account holder | $710 | $7,997-91.1% | $15,912-95.5% | $6,918-89.7% |