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 | $17,949 | $102,616-82.5% | $81,983-78.1% | $158,922-88.7% |
| Participation rate | 41.2% | 75.5%-34.3pp | 69.2%-28.1pp | 82.0%-40.8pp |
| Annual return | 24.80% | 61.04%-36.2pp | 41.31%-16.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $631 | $3,240-80.5% | $2,498-74.7% | $4,761-86.7% |
| Participant deferral / active EE | $1,769 | $4,648-62.0% | $3,722-52.5% | $5,982-70.4% |
| Admin fee / account holder | $368 | $8,235-95.5% | $5,664-93.5% | $11,246-96.7% |