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 | $18,505 | $48,750-62.0% | $88,946-79.2% | $74,304-75.1% |
| Participation rate | 65.1% | 44.5%+20.6pp | 68.8%-3.7pp | 60.3%+4.8pp |
| Annual return | 16.45% | 25.91%-9.5pp | 57.82%-41.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $734 | $1,255-41.5% | $2,555-71.3% | $2,241-67.3% |
| Participant deferral / active EE | $2,122 | $2,423-12.4% | $4,581-53.7% | $3,767-43.7% |
| Admin fee / account holder | $577 | $3,756-84.6% | $8,261-93.0% | $2,969-80.6% |