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 6-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 | $18,983 | $51,175-62.9% | $70,515-73.1% | $75,163-74.7% |
| Participation rate | 44.0% | 60.9%-16.9pp | 68.3%-24.3pp | 67.2%-23.2pp |
| Annual return | 35.67% | 30.02%+5.6pp | 32.77%+2.9pp | 160.62%-124.9pp |
| Employer contribution / active EE | $636 | $1,826-65.2% | $2,973-78.6% | $2,670-76.2% |
| Participant deferral / active EE | $1,806 | $2,849-36.6% | $4,567-60.5% | $4,125-56.2% |
| Admin fee / account holder | $2,641 | $4,091-35.4% | $6,412-58.8% | $5,651-53.3% |