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 | $37,880 | $49,915-24.1% | $154,803-75.5% | $74,304-49.0% |
| Participation rate | 33.8% | 54.0%-20.2pp | 78.1%-44.3pp | 60.3%-26.6pp |
| Annual return | 14.82% | 34.06%-19.2pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $650 | $1,611-59.6% | $4,305-84.9% | $2,241-71.0% |
| Participant deferral / active EE | $1,122 | $2,255-50.2% | $5,540-79.7% | $3,767-70.2% |
| Admin fee / account holder | $2,735 | $2,189+24.9% | $14,329-80.9% | $2,969-7.9% |