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 | $15,661 | $58,627-73.3% | $76,735-79.6% | $82,448-81.0% |
| Participation rate | 46.4% | 63.2%-16.8pp | 69.5%-23.1pp | 68.1%-21.6pp |
| Annual return | 17.86% | 39.10%-21.2pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $675 | $1,729-61.0% | $2,454-72.5% | $2,551-73.5% |
| Participant deferral / active EE | $1,429 | $3,134-54.4% | $4,088-65.0% | $4,139-65.5% |
| Admin fee / account holder | $771 | $5,323-85.5% | $7,189-89.3% | $7,234-89.3% |