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 | $16,199 | $44,960-64.0% | $84,966-80.9% | $74,495-78.3% |
| Participation rate | 60.8% | 49.4%+11.5pp | 67.5%-6.7pp | 67.2%-6.4pp |
| Annual return | 20.53% | 26.24%-5.7pp | 66.38%-45.9pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $755 | $1,457-48.2% | $2,727-72.3% | $2,623-71.2% |
| Participant deferral / active EE | $1,729 | $2,731-36.7% | $4,519-61.7% | $4,346-60.2% |
| Admin fee / account holder | $2,087 | $2,209-5.5% | $6,149-66.1% | $1,942+7.5% |