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 8-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 | $12,795 | $81,248-84.3% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 63.5% | 66.2%-2.8pp | 78.2%-14.7pp | 67.6%-4.2pp |
| Annual return | 17.27% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,012 | $3,100-67.4% | $4,672-78.3% | $2,755-63.3% |
| Participant deferral / active EE | $2,506 | $3,452-27.4% | $5,626-55.5% | $4,296-41.7% |
| Admin fee / account holder | $475 | $7,997-94.1% | $15,912-97.0% | $6,918-93.1% |