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 9-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 | $13,604 | $57,057-76.2% | $85,009-84.0% | $80,874-83.2% |
| Participation rate | 67.0% | 56.4%+10.7pp | 67.5%-0.5pp | 67.6%-0.6pp |
| Annual return | 18.01% | 21.66%-3.7pp | 66.47%-48.5pp | 35.62%-17.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $932 | $3,112-70.1% | $4,522-79.4% | $4,297-78.3% |
| Admin fee / account holder | $428 | $4,986-91.4% | $6,153-93.0% | $6,935-93.8% |