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 | $16,774 | $57,016-70.6% | $84,966-80.3% | $80,856-79.3% |
| Participation rate | 22.5% | 56.3%-33.9pp | 67.5%-45.0pp | 67.6%-45.2pp |
| Annual return | 13.99% | 21.66%-7.7pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,698 | $3,110-45.4% | $4,519-62.4% | $4,296-60.5% |
| Admin fee / account holder | $828 | $4,980-83.4% | $6,149-86.5% | $6,918-88.0% |