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 6-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 | $52,827 | $63,904-17.3% | $89,340-40.9% | $67,986-22.3% |
| Participation rate | 36.0% | 54.3%-18.3pp | 69.6%-33.6pp | 57.2%-21.2pp |
| Annual return | 18.64% | 18.09%+0.5pp | 20.57%-1.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $914 | $1,627-43.8% | $2,231-59.0% | $2,019-54.7% |
| Participant deferral / active EE | $1,972 | $2,691-26.7% | $3,823-48.4% | $3,358-41.3% |
| Admin fee / account holder | $1,205 | $3,315-63.7% | $6,704-82.0% | $3,203-62.4% |