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 | $11,109 | $85,022-86.9% | $70,515-84.2% | $139,434-92.0% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 18.28% | 30.38%-12.1pp | 32.77%-14.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $758 | $3,909-80.6% | $2,973-74.5% | $4,751-84.0% |
| Participant deferral / active EE | $1,819 | $5,890-69.1% | $4,567-60.2% | $6,710-72.9% |
| Admin fee / account holder | $3,055 | $8,906-65.7% | $6,412-52.4% | $11,403-73.2% |