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 | $15,874 | $49,922-68.2% | $80,569-80.3% | $75,163-78.9% |
| Participation rate | 51.1% | 55.3%-4.2pp | 67.0%-15.9pp | 67.2%-16.1pp |
| Annual return | 14.40% | 34.69%-20.3pp | 935.43%-921.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,412 | $1,698-16.8% | $2,723-48.1% | $2,670-47.1% |
| Participant deferral / active EE | $2,596 | $2,990-13.2% | $4,447-41.6% | $4,125-37.1% |
| Admin fee / account holder | $10,105 | $3,577+182.5% | $5,377+87.9% | $5,651+78.8% |