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 | $53,423 | $48,795+9.5% | $65,493-18.4% | $84,808-37.0% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 16.78% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $987 | $1,930-48.8% | $2,574-61.7% | $2,631-62.5% |
| Participant deferral / active EE | $2,609 | $2,928-10.9% | $3,961-34.1% | $4,212-38.0% |
| Admin fee / account holder | $3,409 | $3,877-12.1% | $5,028-32.2% | $7,344-53.6% |