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 | $27,939 | $54,705-48.9% | $71,209-60.8% | $84,808-67.1% |
| Participation rate | 29.2% | 64.1%-34.9pp | 73.8%-44.6pp | 68.3%-39.1pp |
| Annual return | 15.65% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $732 | $2,158-66.1% | $2,721-73.1% | $2,631-72.2% |
| Participant deferral / active EE | $1,275 | $3,030-57.9% | $4,175-69.5% | $4,212-69.7% |
| Admin fee / account holder | $4,861 | $4,863-0.1% | $5,349-9.1% | $7,344-33.8% |