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 | $9,045 | $57,016-84.1% | $84,966-89.4% | $80,856-88.8% |
| Participation rate | 45.8% | 56.3%-10.5pp | 67.5%-21.7pp | 67.6%-21.8pp |
| Annual return | 11.11% | 21.66%-10.6pp | 66.38%-55.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $802 | $1,798-55.4% | $2,727-70.6% | $2,755-70.9% |
| Participant deferral / active EE | $1,547 | $3,110-50.2% | $4,519-65.8% | $4,296-64.0% |
| Admin fee / account holder | $1,575 | $4,980-68.4% | $6,149-74.4% | $6,918-77.2% |