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 | $46,231 | $117,025-60.5% | $91,541-49.5% | $85,563-46.0% |
| Participation rate | 24.9% | 64.2%-39.4pp | 69.8%-44.9pp | 66.0%-41.1pp |
| Annual return | 17.38% | 18.02%-0.6pp | 20.50%-3.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $840 | $2,120-60.4% | $2,505-66.5% | $2,654-68.3% |
| Participant deferral / active EE | $1,346 | $3,446-60.9% | $4,008-66.4% | $4,375-69.2% |
| Admin fee / account holder | $1,949 | $1,242+57.0% | $6,956-72.0% | $834+133.6% |