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 | $22,646 | $73,933-69.4% | $96,683-76.6% | $75,163-69.9% |
| Participation rate | 65.5% | 66.4%-0.9pp | 74.3%-8.8pp | 67.2%-1.7pp |
| Annual return | 19.94% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $989 | $2,928-66.2% | $3,737-73.5% | $2,670-63.0% |
| Participant deferral / active EE | $3,800 | $3,659+3.9% | $4,878-22.1% | $4,125-7.9% |
| Admin fee / account holder | $1,184 | $5,216-77.3% | $6,730-82.4% | $5,651-79.0% |