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 | $13,106 | $57,016-77.0% | $84,966-84.6% | $80,856-83.8% |
| Participation rate | 20.8% | 56.3%-35.6pp | 67.5%-46.7pp | 67.6%-46.9pp |
| Annual return | 10.54% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $515 | $1,798-71.3% | $2,727-81.1% | $2,755-81.3% |
| Participant deferral / active EE | $819 | $3,110-73.7% | $4,519-81.9% | $4,296-80.9% |
| Admin fee / account holder | $3,142 | $4,980-36.9% | $6,149-48.9% | $6,918-54.6% |