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 7-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 | $33,220 | $56,053-40.7% | $75,972-56.3% | $80,856-58.9% |
| Participation rate | 24.2% | 62.0%-37.8pp | 69.1%-44.8pp | 67.6%-43.4pp |
| Annual return | 13.21% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $456 | $1,874-75.7% | $2,685-83.0% | $2,755-83.4% |
| Participant deferral / active EE | $1,416 | $3,052-53.6% | $4,255-66.7% | $4,296-67.0% |
| Admin fee / account holder | $832 | $5,234-84.1% | $6,467-87.1% | $6,918-88.0% |