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 | $15,808 | $54,705-71.1% | $71,209-77.8% | $84,808-81.4% |
| Participation rate | 64.9% | 64.1%+0.8pp | 73.8%-8.8pp | 68.3%-3.4pp |
| Annual return | 17.14% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $876 | $2,158-59.4% | $2,721-67.8% | $2,631-66.7% |
| Participant deferral / active EE | $1,845 | $3,030-39.1% | $4,175-55.8% | $4,212-56.2% |
| Admin fee / account holder | $1,978 | $4,863-59.3% | $5,349-63.0% | $7,344-73.1% |