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 | $16,606 | $81,248-79.6% | $155,509-89.3% | $80,856-79.5% |
| Participation rate | 42.1% | 66.2%-24.1pp | 78.2%-36.1pp | 67.6%-25.5pp |
| Annual return | 10.86% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $552 | $3,100-82.2% | $4,672-88.2% | $2,755-80.0% |
| Participant deferral / active EE | $1,748 | $3,452-49.4% | $5,626-68.9% | $4,296-59.3% |
| Admin fee / account holder | $819 | $7,997-89.8% | $15,912-94.9% | $6,918-88.2% |