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 7-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 | $14,818 | $77,899-81.0% | $149,673-90.1% | $75,163-80.3% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 14.55% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $595 | $3,137-81.0% | $4,818-87.6% | $2,670-77.7% |
| Participant deferral / active EE | $1,565 | $3,411-54.1% | $5,680-72.5% | $4,125-62.1% |
| Admin fee / account holder | $2,062 | $5,956-65.4% | $13,210-84.4% | $5,651-63.5% |