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 8-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 | $17,272 | $100,004-82.7% | $81,438-78.8% | $145,959-88.2% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.5%-33.1pp | 80.3%-43.9pp |
| Annual return | 9.37% | 34.34%-25.0pp | 24.74%-15.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $451 | $2,970-84.8% | $2,460-81.7% | $4,661-90.3% |
| Participant deferral / active EE | $1,119 | $4,603-75.7% | $3,883-71.2% | $6,689-83.3% |
| Admin fee / account holder | $1,994 | $8,202-75.7% | $5,764-65.4% | $13,398-85.1% |