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 | $35,932 | $35,183+2.1% | $73,545-51.1% | $70,131-48.8% |
| Participation rate | 36.0% | 42.9%-6.9pp | 54.9%-18.9pp | 69.5%-33.5pp |
| Annual return | 12.89% | 26.90%-14.0pp | -15.16%+28.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $117 | $709-83.5% | $1,219-90.4% | $2,342-95.0% |
| Participant deferral / active EE | $584 | $1,220-52.1% | $1,806-67.7% | $3,332-82.5% |
| Admin fee / account holder | $418 | $2,302-81.9% | $2,320-82.0% | $4,645-91.0% |