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 | $45,526 | $45,312+0.5% | $86,233-47.2% | $67,986-33.0% |
| Participation rate | 24.3% | 42.4%-18.2pp | 69.0%-44.7pp | 57.2%-32.9pp |
| Annual return | 20.04% | 24.79%-4.8pp | 61.39%-41.4pp | 31.67%-11.6pp |
| Employer contribution / active EE | $531 | $1,160-54.2% | $2,504-78.8% | $2,019-73.7% |
| Participant deferral / active EE | $1,639 | $2,185-25.0% | $4,559-64.1% | $3,358-51.2% |
| Admin fee / account holder | $665 | $3,295-79.8% | $8,342-92.0% | $3,203-79.2% |