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 | $21,486 | $111,754-80.8% | $103,333-79.2% | $145,922-85.3% |
| Participation rate | 45.8% | 77.9%-32.1pp | 74.5%-28.7pp | 80.3%-34.4pp |
| Annual return | 15.64% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,298 | $4,212-69.2% | $3,868-66.4% | $4,660-72.1% |
| Participant deferral / active EE | $1,604 | $5,619-71.5% | $5,057-68.3% | $6,688-76.0% |
| Admin fee / account holder | $908 | $9,750-90.7% | $8,355-89.1% | $13,397-93.2% |