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 | $27,763 | $111,754-75.2% | $103,333-73.1% | $145,922-81.0% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,197 | $4,212-71.6% | $3,868-69.0% | $4,660-74.3% |
| Participant deferral / active EE | $3,925 | $5,619-30.1% | $5,057-22.4% | $6,688-41.3% |
| Admin fee / account holder | $401 | $9,750-95.9% | $8,355-95.2% | $13,397-97.0% |