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 | $15,314 | $91,190-83.2% | $178,490-91.4% | $79,858-80.8% |
| Participation rate | 27.3% | 69.2%-41.9pp | 81.9%-54.7pp | 69.6%-42.4pp |
| Annual return | 15.82% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $800 | $3,256-75.4% | $5,011-84.0% | $2,471-67.6% |
| Participant deferral / active EE | $1,004 | $3,236-69.0% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $1,902 | $6,751-71.8% | $13,984-86.4% | $5,306-64.2% |