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 | $75,094 | $99,341-24.4% | $84,750-11.4% | $273,961-72.6% |
| Participation rate | 46.2% | 80.7%-34.5pp | 76.6%-30.4pp | 83.0%-36.9pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $947 | $4,214-77.5% | $3,574-73.5% | $4,869-80.5% |
| Participant deferral / active EE | $2,882 | $4,269-32.5% | $3,712-22.3% | $5,287-45.5% |
| Admin fee / account holder | $6,835 | $6,644+2.9% | $5,332+28.2% | $10,132-32.5% |