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 9-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 | $13,900 | $95,416-85.4% | $185,823-92.5% | $85,850-83.8% |
| Participation rate | 54.8% | 68.8%-13.9pp | 81.7%-26.9pp | 69.3%-14.5pp |
| Annual return | 13.65% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,267 | $3,314-61.8% | $5,167-75.5% | $2,565-50.6% |
| Participant deferral / active EE | $1,995 | $3,423-41.7% | $5,568-64.2% | $3,952-49.5% |
| Admin fee / account holder | $3,153 | $7,213-56.3% | $16,237-80.6% | $6,260-49.6% |