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 9-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 | $10,666 | $81,248-86.9% | $155,509-93.1% | $80,856-86.8% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.6%-19.4pp |
| Annual return | 16.00% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $512 | $3,100-83.5% | $4,672-89.0% | $2,755-81.4% |
| Participant deferral / active EE | $2,610 | $3,452-24.4% | $5,626-53.6% | $4,296-39.2% |
| Admin fee / account holder | $605 | $7,997-92.4% | $15,912-96.2% | $6,918-91.3% |