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 | $31,966 | $99,919-68.0% | - | $158,922-79.9% |
| Participation rate | 20.0% | 71.6%-51.6pp | - | 82.0%-62.0pp |
| Annual return | 31.76% | 35.31%-3.6pp | - | 302.83%-271.1pp |
| Employer contribution / active EE | $508 | $3,686-86.2% | - | $4,761-89.3% |
| Participant deferral / active EE | $2,390 | $4,771-49.9% | - | $5,982-60.1% |
| Admin fee / account holder | $723 | $2,820-74.4% | - | $11,246-93.6% |