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 | $60,022-87.5% | $88,946-91.6% | $84,808-91.2% |
| Participation rate | 54.3% | 57.8%-3.6pp | 68.8%-14.6pp | 68.3%-14.0pp |
| Annual return | 18.01% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $674 | $1,703-60.4% | $2,555-73.6% | $2,631-74.4% |
| Participant deferral / active EE | $1,146 | $3,114-63.2% | $4,581-75.0% | $4,212-72.8% |
| Admin fee / account holder | $978 | $4,811-79.7% | $8,261-88.2% | $7,344-86.7% |