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 | $20,005 | $91,190-78.1% | $178,490-88.8% | $79,858-74.9% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 38.47% | 24.19%+14.3pp | 151.07%-112.6pp | 31.71%+6.8pp |
| Employer contribution / active EE | $756 | $3,256-76.8% | $5,011-84.9% | $2,471-69.4% |
| Participant deferral / active EE | $1,438 | $3,236-55.6% | $5,202-72.4% | $3,740-61.5% |
| Admin fee / account holder | $3,098 | $6,751-54.1% | $13,984-77.8% | $5,306-41.6% |