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 9-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 | $16,497 | $108,172-84.7% | $77,482-78.7% | $158,922-89.6% |
| Participation rate | 62.5% | 64.4%-1.9pp | 54.2%+8.3pp | 82.0%-19.5pp |
| Annual return | 13.74% | 31.67%-17.9pp | 54.79%-41.0pp | 302.83%-289.1pp |
| Employer contribution / active EE | $715 | $1,325-46.1% | $986-27.6% | $4,761-85.0% |
| Participant deferral / active EE | $1,753 | $2,456-28.6% | $1,861-5.8% | $5,982-70.7% |
| Admin fee / account holder | $895 | $3,708-75.9% | $2,858-68.7% | $11,246-92.0% |