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 | $7,487 | $57,590-87.0% | $86,233-91.3% | $82,448-90.9% |
| Participation rate | 54.3% | 57.9%-3.6pp | 69.0%-14.7pp | 68.1%-13.8pp |
| Annual return | 18.01% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $674 | $1,655-59.3% | $2,504-73.1% | $2,551-73.6% |
| Participant deferral / active EE | $1,146 | $3,080-62.8% | $4,559-74.9% | $4,139-72.3% |
| Admin fee / account holder | $978 | $4,730-79.3% | $8,342-88.3% | $7,234-86.5% |