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 | $9,718 | $49,915-80.5% | $154,803-93.7% | $74,304-86.9% |
| Participation rate | 32.9% | 54.0%-21.0pp | 78.1%-45.2pp | 60.3%-27.4pp |
| Annual return | 17.90% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $559 | $1,611-65.3% | $4,305-87.0% | $2,241-75.1% |
| Participant deferral / active EE | $1,115 | $2,255-50.6% | $5,540-79.9% | $3,767-70.4% |
| Admin fee / account holder | $1,757 | $2,189-19.7% | $14,329-87.7% | $2,969-40.8% |